Peak Wealth Management LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2094948
NASHUA, NH
Position in DIA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$288,359
+$32,679 QoQ
Shares Held
552
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#1,081
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 | $288,359 | 552 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $255,680 | 552 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $265,274 | 552 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||