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Livermore
Livermore
ZHEN

Wealthspan Partners, LLC

SEC CIK
0001909805
Latest filing
Aug 6, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Wealthspan 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
$279.5K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of DIA by Wealthspan Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026535$279.5K0.1%−232−30.2%ReducedHolders
Q1 2026767$355.3K0.1%00.0%UnchangedHolders
Q4 2025767$368.6K0.1%−17−2.2%ReducedHolders
Q3 2025784$363.6K0.1%−45−5.4%ReducedHolders
Q2 2025829$365.3K0.2%−286−25.7%ReducedHolders
Q1 20251,115$468.2K0.2%−43−3.7%ReducedHolders
Q4 20241,158$492.7K0.2%−119−9.3%ReducedHolders
Q3 20241,277$540.3K0.3%−15−1.2%ReducedHolders
Q2 20241,292$505.3K0.3%−19−1.4%ReducedHolders
Q1 20241,311$521.5K0.3%−10−0.8%ReducedHolders
Q4 20231,321$497.8K0.3%00.0%UnchangedHolders
Q3 20231,321$442.5K0.3%00.0%UnchangedHolders
Q2 20231,321$454.2K0.4%00.0%UnchangedHolders
Q1 20231,321$439.4K0.4%00.0%UnchangedHolders
Q4 20221,321$437.7K0.4%00.0%UnchangedHolders
Q3 20221,321$380.0K0.4%00.0%UnchangedHolders
Q2 20221,321$407.0K0.4%+193+17.1%AddedHolders
Q1 20221,128$391.0K0.4%00.0%UnchangedHolders
Q4 20211,128$410.0K0.4%–No prior filingHolders