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Livermore
Livermore
ZHEN

KFG Wealth Management, LLC

SEC CIK
0001919344
Latest filing
Jul 22, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by KFG 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)
834
Value
$435.7K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of DIA by KFG Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026834$435.7K<0.1%00.0%UnchangedHolders
Q1 2026834$386.3K<0.1%00.0%UnchangedHolders
Q4 2025834$400.8K0.1%00.0%UnchangedHolders
Q3 2025834$386.8K0.1%00.0%UnchangedHolders
Q2 2025834$367.5K0.1%00.0%UnchangedHolders
Q1 2025834$350.2K0.1%00.0%UnchangedHolders
Q4 2024834$354.9K0.1%00.0%UnchangedHolders
Q3 2024834$352.9K0.1%00.0%UnchangedHolders
Q2 2024834$326.2K0.1%00.0%UnchangedHolders
Q1 2024834$331.7K0.1%+834NewHolders
Q4 20230$00.0%−834−100.0%Sold outHolders
Q3 2023834$279.3K0.2%00.0%UnchangedHolders
Q2 2023834$286.8K0.2%00.0%UnchangedHolders
Q1 2023834$283.9K0.2%00.0%UnchangedHolders
Q4 2022834$276.3K0.3%–No prior filingHolders