Capstone Wealth Management, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2112205
BILLINGS, MT
Position in DIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$519,255
+$58,845 QoQ
Shares Held
994
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.95%
of 13F equity value
Holder Rank
#840
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 | $519,255 | 994 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $460,410 | 994 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $477,686 | 994 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||