Topsail Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2056627
CHARLOTTE, NC
Position in DIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$287,314
+$32,560 QoQ
Shares Held
550
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,082
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 | $287,314 | 550 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $254,754 | 550 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $264,313 | 550 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $255,057 | 550 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $242,357 | 550 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $230,934 | 550 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $234,025 | 550 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||