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Dana Investment Advisors, Inc.: UBSI position timeline

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

Dana Investment Advisors, Inc. held 73,856 UBSI 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 73,856 shares
    Change vs previous 13F -1,226 shares

    0.09% of the 13F portfolio, value $3,384,820.

    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 75,082 shares
    Change vs previous 13F -169 shares

    0.09% of the 13F portfolio, value $3,109,896.

    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 75,251 shares
    Change vs previous 13F -97 shares

    0.08% of the 13F portfolio, value $2,889,638.

    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 75,348 shares
    Change vs previous 13F -544 shares

    0.08% of the 13F portfolio, value $2,803,699.

    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 75,892 shares
    Change vs previous 13F -1,228 shares

    0.09% of the 13F portfolio, value $2,764,746.

    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 77,120 shares
    Change vs previous 13F -1,986 shares

    0.1% of the 13F portfolio, value $2,673,750.

    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 79,106 shares
    Change vs previous 13F -4,555 shares

    0.1% of the 13F portfolio, value $2,970,430.

    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 83,661 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,103,823.

    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).