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Livermore
Livermore
ZHEN

Element Wealth, LLC

SEC CIK
0001802743
Latest filing
Aug 14, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Element Wealth, 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)
948
Value
$495.0K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of DIA by Element Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026948$495.0K0.2%−5−0.5%ReducedHolders
Q1 2026953$441.6K0.2%−2−0.2%ReducedHolders
Q4 2025955$459.1K0.2%−10−1.0%ReducedHolders
Q3 2025965$447.7K0.2%−13−1.3%ReducedHolders
Q2 2025978$431.1K0.2%+16+1.7%AddedHolders
Q1 2025962$403.9K0.2%−21−2.1%ReducedHolders
Q4 2024983$418.3K0.2%−23−2.3%ReducedHolders
Q3 20241,006$425.7K0.2%−2−0.2%ReducedHolders
Q2 20241,008$394.3K0.2%−33−3.2%ReducedHolders
Q1 20241,041$414.1K0.2%+134+14.8%AddedHolders
Q4 2023907$341.8K0.2%−133−12.8%ReducedHolders
Q3 20231,040$348.3K0.3%−9−0.9%ReducedHolders
Q2 20231,049$360.7K0.3%00.0%UnchangedHolders
Q1 20231,049$348.9K0.3%−8−0.8%ReducedHolders
Q4 20221,057$350.2K0.3%00.0%UnchangedHolders
Q3 20221,057$304.0K0.3%00.0%UnchangedHolders
Q2 20221,057$325.0K0.3%−12−1.1%ReducedHolders
Q1 20221,069$371.0K0.3%−12−1.1%ReducedHolders
Q4 20211,081$393.0K0.3%−50−4.4%ReducedHolders
Q3 20211,131$383.0K0.3%00.0%UnchangedHolders
Q2 20211,131$390.0K0.3%00.0%UnchangedHolders
Q1 20211,131$373.0K0.3%––Holders

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