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West Wealth Group, LLC

SEC CIK
0001923591
Latest filing
Aug 6, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by West Wealth Group, 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)
394
Value
$205.9K
% of portfolio
<0.1%
Quarters held
4
Since Q4 2021
Holdings of DIA by West Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026394$205.9K<0.1%+394NewHolders
Q2 20250$00.0%−811−100.0%Sold outHolders
Q1 2025811$340.6K0.1%+811NewHolders
Q2 20220$00.0%−585−100.0%Sold outHolders
Q1 2022585$203.0K0.1%−187−24.2%ReducedHolders
Q4 2021772$280.0K0.1%–No prior filingHolders