DIA β€” SPDR DOW JONES INDL AVERAGE

Ownership history in MKD WEALTH COACHES, LLC  Β·  5 quarters on record

AI Ownership Summary

MKD WEALTH COACHES, LLC reported SPDR DOW JONES INDL AVERAGE (DIA) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.23% in 2025 Q1. The latest visible filing shows DIA at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DIA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MKD WEALTH COACHES, LLC's position in SPDR DOW JONES INDL AVERAGE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DIA was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MKD WEALTH COACHES, LLC held DIA β€” position size vs. price
% of Fund (quarterly)    DIA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 428 -66 -13.4% 0.21% $206K 2026-01-12 $494.04
2025 Q3 UNCHANGED 494 β€” 0% 0.23% $229K 2025-10-07 $462.47
2025 Q2 UNCHANGED 494 β€” 0% 0.23% $218K 2025-07-11 $438.55
2025 Q1 UNCHANGED 494 β€” 0% 0.23% $207K 2025-04-10 $389.60
2024 Q4 INITIATED 494 β€” β€” 0.21% $210K 2025-02-05 $440.28

FAQ About MKD WEALTH COACHES, LLC and DIA

These are the practical questions this page is built to answer before you even open the full history table.

How long has MKD WEALTH COACHES, LLC reported owning DIA?

MKD WEALTH COACHES, LLC reported DIA across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported DIA position in MKD WEALTH COACHES, LLC's portfolio?

The largest reported portfolio weight for DIA was 0.23% in 2025 Q1.

What is the latest reported DIA position on this page?

The most recent filing on this page is 2025 Q4, when MKD WEALTH COACHES, LLC reported 428 shares, equal to 0.21% of portfolio, with an estimated market value of $206K.

What does the chart on this DIA ownership page compare?

The chart compares MKD WEALTH COACHES, LLC's quarterly DIA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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