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4WEALTH Advisors, Inc.

SEC CIK
0002056676
Latest filing
Jul 17, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by 4WEALTH Advisors, 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)
739
Value
$385.7K
% of portfolio
0.3%
Quarters held
4
Since Q3 2025
Holdings of DIA by 4WEALTH Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026739$385.7K0.3%+125+20.4%AddedHolders
Q1 2026614$277.4K0.2%+101+19.7%AddedHolders
Q4 2025513$246.6K0.2%−44−7.9%ReducedHolders
Q3 2025557$258.3K0.2%+557NewHolders