EVOLVE PRIVATE WEALTH, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2111131
LOS ANGELES, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$644,106
-$1,125,279 QoQ
Shares Held
1,233
-67.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#750
of 1,432 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
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 | $644,106 | 1,233 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,769,385 | 3,820 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,995,807 | 4,153 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||