Dana Investment Advisors, Inc.: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dana Investment Advisors, Inc. on WM, newest first. How the timeline and the estimate are built.
Dana Investment Advisors, Inc. held 2,621 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,621 sharesChange vs previous 13F +1,587 shares
0.02% of the 13F portfolio, value $584,168.
13F-HR 0001427514-26-000006 filed by Dana Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,034 sharesChange vs previous 13F +53 shares
0.01% of the 13F portfolio, value $237,602.
13F-HR 0001427514-26-000003 filed by Dana Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 981 sharesChange vs previous 13F -2 shares
0.01% of the 13F portfolio, value $215,535.
13F-HR 0001427514-26-000001 filed by Dana Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 983 sharesChange vs previous 13F -602 shares
0.01% of the 13F portfolio, value $217,075.
13F-HR 0001427514-25-000009 filed by Dana Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,585 sharesChange vs previous 13F -342 shares
0.01% of the 13F portfolio, value $362,680.
13F-HR 0001427514-25-000005 filed by Dana Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,927 sharesChange vs previous 13F -27 shares
0.02% of the 13F portfolio, value $446,120.
13F-HR 0001427514-25-000004 filed by Dana Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,954 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $394,298.
13F-HR 0001427514-25-000001 filed by Dana Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).