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Dana Investment Advisors, Inc.: PEP position timeline

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

Dana Investment Advisors, Inc. held 61,106 PEP 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 61,106 shares
    Change vs previous 13F +3,331 shares

    0.22% of the 13F portfolio, value $8,273,760.

    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 57,775 shares
    Change vs previous 13F +31,678 shares

    0.27% of the 13F portfolio, value $8,971,887.

    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 26,097 shares
    Change vs previous 13F +5,240 shares

    0.11% of the 13F portfolio, value $3,745,448.

    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 20,857 shares
    Change vs previous 13F +12,645 shares

    0.09% of the 13F portfolio, value $2,929,209.

    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 8,212 shares
    Change vs previous 13F -5,809 shares

    0.04% of the 13F portfolio, value $1,084,361.

    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 14,021 shares
    Change vs previous 13F -4,107 shares

    0.08% of the 13F portfolio, value $2,102,364.

    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 18,128 shares
    Change vs previous 13F -2,763 shares

    0.09% of the 13F portfolio, value $2,756,600.

    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 20,891 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,552,481.

    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).