Basepoint Wealth LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2088236
CEDAR RAPIDS, IA
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$265,896
+$30,133 QoQ
Shares Held
509
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,117
of 1,432 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,896 | 509 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $235,763 | 509 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $244,129 | 508 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $235,579 | 508 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $223,850 | 508 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $213,299 | 508 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $216,154 | 508 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $214,944 | 508 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||