Riverbend Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2055570
Myrtle Beach, SC
Position in DIA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$622,688
+$71,029 QoQ
Shares Held
1,192
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#764
of 1,432 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $622,688 | 1,192 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $551,659 | 1,191 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $570,917 | 1,188 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $549,995 | 1,186 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $564,913 | 1,282 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $473,204 | 1,127 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $426,351 | 1,002 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||