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Livermore
Livermore
ZHEN

Collaborative Wealth Managment Inc.

SEC CIK
0001896419
Latest filing
Aug 5, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Collaborative Wealth Managment Inc., 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of DIA by Collaborative Wealth Managment Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−448−100.0%Sold outHolders
Q1 2026448$207.5K0.1%−47−9.5%ReducedHolders
Q4 2025495$237.9K0.1%−7−1.4%ReducedHolders
Q3 2025502$232.8K0.1%−56−10.0%ReducedHolders
Q2 2025558$245.9K0.1%−56−9.1%ReducedHolders
Q1 2025614$257.8K0.1%−96−13.5%ReducedHolders
Q4 2024710$302.1K0.1%−34−4.6%ReducedHolders
Q3 2024744$314.8K0.1%−183−19.7%ReducedHolders
Q2 2024927$362.6K0.2%−10−1.1%ReducedHolders
Q1 2024937$372.7K0.2%−187−16.6%ReducedHolders
Q4 20231,124$423.6K0.2%−129−10.3%ReducedHolders
Q3 20231,253$419.7K0.3%−113−8.3%ReducedHolders
Q2 20231,366$469.7K0.3%−11−0.8%ReducedHolders
Q1 20231,377$458.0K0.3%+25+1.8%AddedHolders
Q4 20221,352$447.9K0.3%−138−9.3%ReducedHolders
Q3 20221,490$428.0K0.3%−5,250−77.9%ReducedHolders
Q2 20226,740$2.08M1.4%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20215,229$1.90M1.0%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20215,773$2.00M1.2%––Holders

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