Dana Investment Advisors, Inc.: ADI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dana Investment Advisors, Inc. on ADI, newest first. How the timeline and the estimate are built.
Dana Investment Advisors, Inc. held 71,434 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 71,434 sharesChange vs previous 13F +10,106 shares
0.74% of the 13F portfolio, value $28,371,549.
13F-HR 0001427514-26-000006 filed by Dana Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 61,328 sharesChange vs previous 13F -47,177 shares
0.58% of the 13F portfolio, value $19,510,851.
13F-HR 0001427514-26-000003 filed by Dana Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 108,505 sharesChange vs previous 13F +12,770 shares
0.86% of the 13F portfolio, value $29,426,633.
13F-HR 0001427514-26-000001 filed by Dana Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 95,735 sharesChange vs previous 13F +88,976 shares
0.69% of the 13F portfolio, value $23,522,089.
13F-HR 0001427514-25-000009 filed by Dana Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,759 sharesChange vs previous 13F +59 shares
0.05% of the 13F portfolio, value $1,608,777.
13F-HR 0001427514-25-000005 filed by Dana Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,700 sharesChange vs previous 13F -129 shares
0.05% of the 13F portfolio, value $1,351,189.
13F-HR 0001427514-25-000004 filed by Dana Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,829 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $1,450,889.
13F-HR 0001427514-25-000001 filed by Dana Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,829 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,571,831.
13F-HR 0001427514-24-000008 filed by Dana Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).