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Livermore
Livermore
ZHEN

WealthShield Partners, LLC

SEC CIK
0001729303
Latest filing
Aug 12, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by WealthShield Partners, 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 2026)
535
Value
$280.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of DIA by WealthShield Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026535$280.2K<0.1%−266−33.2%ReducedHolders
Q1 2026801$371.0K<0.1%00.0%UnchangedHolders
Q4 2025801$384.9K<0.1%00.0%UnchangedHolders
Q3 2025801$371.5K<0.1%00.0%UnchangedHolders
Q2 2025801$353.0K<0.1%−85−9.6%ReducedHolders
Q1 2025886$372.2K<0.1%+235+36.1%AddedHolders
Q4 2024651$277.2K<0.1%−450−40.9%ReducedHolders
Q3 20241,101$466.7K0.1%+213+24.0%AddedHolders
Q2 2024888$348.1K0.1%00.0%UnchangedHolders
Q1 2024888$354.0K0.1%−75−7.8%ReducedHolders
Q4 2023963$363.7K0.1%00.0%UnchangedHolders
Q3 2023963$323.4K<0.1%−69−6.7%ReducedHolders
Q2 20231,032$355.7K0.1%00.0%UnchangedHolders
Q1 20231,032$344.1K0.1%00.0%UnchangedHolders
Q4 20221,032$342.7K0.1%00.0%UnchangedHolders
Q3 20221,032$297.0K0.1%00.0%UnchangedHolders
Q2 20221,032$318.0K0.1%00.0%UnchangedHolders
Q1 20221,032$359.0K0.1%−250−19.5%ReducedHolders
Q4 20211,282$466.0K0.1%+371+40.7%AddedHolders
Q3 2021911$308.0K0.1%+911NewHolders
Q2 20210$00.0%−911−100.0%Sold outHolders
Q1 2021911$301.0K0.1%––Holders

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