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ADG Wealth Management Group, LLC

SEC CIK
0002053824
Latest filing
Jul 27, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by ADG Wealth Management 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2025
Holdings of DIA by ADG Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−596−100.0%Sold outHolders
Q4 2025596$286.3K0.2%+3+0.5%AddedHolders
Q3 2025593$275.0K0.2%−502−45.8%ReducedHolders
Q2 20251,095$482.5K0.4%+317+40.7%AddedHolders
Q1 2025778$326.7K0.3%+778NewHolders