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Livermore
Livermore
ZHEN

Atlantic Private Wealth, LLC

SEC CIK
0001893143
Latest filing
Aug 11, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Atlantic Private 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)
596
Value
$311.4K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of DIA by Atlantic Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026596$311.4K0.2%+2+0.3%AddedHolders
Q1 2026594$275.3K0.2%+2+0.3%AddedHolders
Q4 2025592$284.5K0.2%−73−11.0%ReducedHolders
Q3 2025665$308.6K0.2%+78+13.3%AddedHolders
Q2 2025587$258.8K0.2%+2+0.3%AddedHolders
Q1 2025585$245.8K0.2%+2+0.3%AddedHolders
Q4 2024583$247.9K0.2%+3+0.5%AddedHolders
Q3 2024580$245.5K0.2%+2+0.3%AddedHolders
Q2 2024578$226.2K0.2%+2+0.3%AddedHolders
Q1 2024576$229.0K0.2%−359−38.4%ReducedHolders
Q4 2023935$352.5K0.3%−14−1.5%ReducedHolders
Q3 2023949$318.0K0.3%−2−0.2%ReducedHolders
Q2 2023951$327.0K0.3%−68−6.7%ReducedHolders
Q1 20231,019$338.9K0.4%+4+0.4%AddedHolders
Q4 20221,015$336.3K0.4%+5+0.5%AddedHolders
Q3 20221,010$290.0K0.3%+2+0.2%AddedHolders
Q2 20221,008$311.0K0.3%−59−5.5%ReducedHolders
Q1 20221,067$370.0K0.4%−31−2.8%ReducedHolders
Q4 20211,098$399.0K0.4%–No prior filingHolders