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Disclosery

Campbell Wealth Management: DIA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Campbell Wealth Management on DIA, newest first. How the timeline and the estimate are built.

Campbell Wealth Management held 168,821 DIA shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 168,821 shares
    Change vs previous 13F +5,819 shares

    6.46% of the 13F portfolio, value $71,833,000.

    13F-HR 0001736648-25-000001 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 163,002 shares
    Change vs previous 13F +4,382 shares

    6.14% of the 13F portfolio, value $68,969,000.

    13F-HR 0001736648-24-000005 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 158,620 shares
    Change vs previous 13F +8,260 shares

    20.03% of the 13F portfolio, value $62,041,000.

    13F-HR 0001736648-24-000003 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 150,360 shares
    Change vs previous 13F +67,684 shares

    5.94% of the 13F portfolio, value $59,807,000.

    13F-HR 0001736648-24-000002 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 82,676 shares
    Change vs previous 13F +1,610 shares

    3.7% of the 13F portfolio, value $31,158,000.

    13F-HR 0001736648-24-000001 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 81,066 shares
    Change vs previous 13F -1,711 shares

    3.31% of the 13F portfolio, value $27,153,000.

    13F-HR 0001736648-23-000005 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F/A 82,777 shares
    Change vs previous 13F +2,090 shares

    3.66% of the 13F portfolio, value $28,463,000.

    13F-HR/A 0001736648-23-000004 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 80,687 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $26,838,000.

    13F-HR 0001736648-23-000002 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).