Alteri Wealth LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2054980
WESTLAKE VILLAGE, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$476,942
-$87,686 QoQ
Shares Held
913
-25.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#874
of 1,432 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,942 | 913 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $564,628 | 1,219 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $463,750 | 965 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $445,190 | 960 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $456,513 | 1,036 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $508,054 | 1,210 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $432,308 | 1,016 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||