Chokshi & Queen Wealth Advisors, Inc
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2057199
San Diego, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,415,154
+$123,781 QoQ
Shares Held
2,709
-2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#504
of 1,431 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 | $1,415,154 | 2,709 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,291,373 | 2,788 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,393,653 | 2,900 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,339,281 | 2,888 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,106,912 | 2,512 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $773,838 | 1,843 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $699,096 | 1,643 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||