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Livermore
Livermore
ZHEN

Western Wealth Management, LLC

SEC CIK
0001767902
Latest filing
Aug 14, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Western 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 2026)
9,039
Value
$4.72M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of DIA by Western Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,039$4.72M0.2%−170−1.8%ReducedHolders
Q1 20269,209$4.27M0.2%−6−0.1%ReducedHolders
Q4 20259,215$4.43M0.2%+750+8.9%AddedHolders
Q3 20258,465$3.93M0.2%+16+0.2%AddedHolders
Q2 20258,449$3.72M0.2%−788−8.5%ReducedHolders
Q1 20259,237$3.88M0.3%+1,535+19.9%AddedHolders
Q4 20247,702$3.28M0.2%+77+1.0%AddedHolders
Q3 20247,625$3.23M0.2%−110−1.4%ReducedHolders
Q2 20247,735$3.03M0.2%−351−4.3%ReducedHolders
Q1 20248,086$3.22M0.3%−199−2.4%ReducedHolders
Q4 20238,285$3.12M0.2%−673−7.5%ReducedHolders
Q3 20238,958$3.00M0.3%+368+4.3%AddedHolders
Q2 20238,590$2.95M0.3%−384−4.3%ReducedHolders
Q1 20238,974$2.98M0.3%−311−3.3%ReducedHolders
Q4 20229,285$3.08M0.3%−9,211−49.8%ReducedHolders
Q3 202218,496$5.31M0.3%−959−4.9%ReducedHolders
Q2 202219,455$5.99M0.3%−1,645−7.8%ReducedHolders
Q1 202221,100$7.32M0.4%+11,896+129.2%AddedHolders
Q4 20219,204$3.35M0.3%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20217,577$2.61M0.3%+513+7.3%AddedHolders
Q1 20217,064$2.33M0.3%––Holders

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