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Dana Investment Advisors, Inc.: BMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dana Investment Advisors, Inc. on BMO, newest first. How the timeline and the estimate are built.

Dana Investment Advisors, Inc. held 39,034 BMO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,034 shares
    Change vs previous 13F -1,850 shares

    0.18% of the 13F portfolio, value $6,897,308.

    13F-HR 0001427514-26-000006 filed by Dana Investment Advisors, Inc.
    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 40,884 shares
    Change vs previous 13F -9,681 shares

    0.16% of the 13F portfolio, value $5,533,241.

    13F-HR 0001427514-26-000003 filed by Dana Investment Advisors, Inc.
    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 50,565 shares
    Change vs previous 13F -450 shares

    0.19% of the 13F portfolio, value $6,562,831.

    13F-HR 0001427514-26-000001 filed by Dana Investment Advisors, Inc.
    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 51,015 shares
    Change vs previous 13F -843 shares

    0.19% of the 13F portfolio, value $6,644,704.

    13F-HR 0001427514-25-000009 filed by Dana Investment Advisors, Inc.
    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 51,858 shares
    Change vs previous 13F -400 shares

    0.19% of the 13F portfolio, value $5,737,051.

    13F-HR 0001427514-25-000005 filed by Dana Investment Advisors, Inc.
    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 52,258 shares
    Change vs previous 13F -950 shares

    0.18% of the 13F portfolio, value $4,991,162.

    13F-HR 0001427514-25-000004 filed by Dana Investment Advisors, Inc.
    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 53,208 shares
    Change vs previous 13F -135 shares

    0.17% of the 13F portfolio, value $5,163,836.

    13F-HR 0001427514-25-000001 filed by Dana Investment Advisors, Inc.
    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 53,343 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,811,539.

    13F-HR 0001427514-24-000008 filed by Dana Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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