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Dana Investment Advisors, Inc.: SM position timeline

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

Dana Investment Advisors, Inc. held 97,178 SM 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 97,178 shares
    Change vs previous 13F +8,028 shares

    0.07% of the 13F portfolio, value $2,536,346.

    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 89,150 shares
    Change vs previous 13F +14,182 shares

    0.08% of the 13F portfolio, value $2,779,697.

    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 74,968 shares
    Change vs previous 13F +34,278 shares

    0.04% of the 13F portfolio, value $1,401,901.

    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 40,690 shares
    Change vs previous 13F +2,865 shares

    0.03% of the 13F portfolio, value $1,016,029.

    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 37,825 shares
    Change vs previous 13F +2,063 shares

    0.03% of the 13F portfolio, value $934,656.

    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 35,762 shares
    Change vs previous 13F +2,370 shares

    0.04% of the 13F portfolio, value $1,071,071.

    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 33,392 shares
    Change vs previous 13F +556 shares

    0.04% of the 13F portfolio, value $1,294,274.

    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 32,836 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,312,455.

    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).