SUMMIT WEALTH GROUP LLC / CO
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2081278
COLORADO SPRINGS, CO
Position in DIA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$247,612
+$39,177 QoQ
Shares Held
474
+5.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,146
of 1,432 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,612 | 474 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $208,435 | 450 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $205,203 | 427 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||