Skip to content
Disclosery

Latko Wealth Management, Ltd.: DIA position timeline

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

Latko Wealth Management, Ltd. held 34,130 DIA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,130 shares
    Change vs previous 13F -4,866 shares

    7.57% of the 13F portfolio, value $17,828,971.

    13F-HR 0001937769-26-000004 filed by Latko Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 38,996 shares
    Change vs previous 13F -14,001 shares

    8.81% of the 13F portfolio, value $18,062,553.

    13F-HR 0001937769-26-000003 filed by Latko Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 52,997 shares
    Change vs previous 13F -10,856 shares

    12.47% of the 13F portfolio, value $25,468,776.

    13F-HR 0001937769-26-000002 filed by Latko Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 63,853 shares
    Change vs previous 13F -1,583 shares

    15.01% of the 13F portfolio, value $29,611,240.

    13F-HR 0001937769-25-000009 filed by Latko Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 65,436 shares
    Change vs previous 13F +1,620 shares

    16.21% of the 13F portfolio, value $28,834,000.

    13F-HR 0001937769-25-000006 filed by Latko Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 63,816 shares
    Change vs previous 13F -2,876 shares

    17.38% of the 13F portfolio, value $26,795,000.

    13F-HR 0001937769-25-000005 filed by Latko Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 66,692 shares
    Change vs previous 13F +204 shares

    16.82% of the 13F portfolio, value $28,377,000.

    13F-HR 0001937769-25-000001 filed by Latko Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 66,488 shares
    Change vs previous 13F not available

    17.06% of the 13F portfolio, value $28,132,000.

    13F-HR 0001937769-24-000001 filed by Latko Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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