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AAFCPAs Wealth Management, LLC

SEC CIK
0001726609
Latest filing
Jul 17, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by AAFCPAs Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of DIA by AAFCPAs Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−18,210−100.0%Sold outHolders
Q1 202518,210$7.65M4.1%−22−0.1%ReducedHolders
Q4 202418,232$7.76M3.9%+18,232NewHolders
Q4 20230$00.0%−679−100.0%Sold outHolders
Q3 2023679$227.4K0.1%−62−8.4%ReducedHolders
Q2 2023741$255.0K0.2%−646−46.6%ReducedHolders
Q1 20231,387$461.2K0.3%−654−32.0%ReducedHolders
Q4 20222,041$676.0K0.5%−6,232−75.3%ReducedHolders
Q3 20228,273$2.38M1.9%−46,285−84.8%ReducedHolders
Q2 202254,558$16.8M12.7%−806−1.5%ReducedHolders
Q1 202255,364$19.2M12.6%+2,383+4.5%AddedHolders
Q4 202152,981$19.3M13.9%+380+0.7%AddedHolders
Q3 202152,601$17.8M13.5%+1,640+3.2%AddedHolders
Q2 202150,961$17.6M13.6%+1,874+3.8%AddedHolders
Q1 202149,087$16.2M13.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.