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Dana Investment Advisors, Inc.: IVV position timeline

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

Dana Investment Advisors, Inc. held 8,490 IVV 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 8,490 shares
    Change vs previous 13F -628 shares

    0.17% of the 13F portfolio, value $6,357,873.

    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 9,118 shares
    Change vs previous 13F +809 shares

    0.18% of the 13F portfolio, value $5,955,734.

    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 8,309 shares
    Change vs previous 13F -82 shares

    0.17% of the 13F portfolio, value $5,690,859.

    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 8,391 shares
    Change vs previous 13F +157 shares

    0.16% of the 13F portfolio, value $5,616,388.

    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 8,234 shares
    Change vs previous 13F +118 shares

    0.17% of the 13F portfolio, value $5,112,701.

    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 8,116 shares
    Change vs previous 13F +281 shares

    0.16% of the 13F portfolio, value $4,560,513.

    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 7,835 shares
    Change vs previous 13F -16 shares

    0.15% of the 13F portfolio, value $4,612,388.

    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 7,851 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,528,625.

    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).