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Dana Investment Advisors, Inc.: XMHQ position timeline

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

Dana Investment Advisors, Inc. held 8,362 XMHQ 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 8,362 shares
    Change vs previous 13F -120 shares

    0.02% of the 13F portfolio, value $943,903.

    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 8,482 shares
    Change vs previous 13F -435 shares

    0.03% of the 13F portfolio, value $876,784.

    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 8,917 shares
    Change vs previous 13F -5,518 shares

    0.03% of the 13F portfolio, value $913,279.

    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 14,435 shares
    Change vs previous 13F -110 shares

    0.04% of the 13F portfolio, value $1,515,098.

    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 14,545 shares
    Change vs previous 13F -2,095 shares

    0.05% of the 13F portfolio, value $1,428,901.

    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 16,640 shares
    Change vs previous 13F -4,637 shares

    0.05% of the 13F portfolio, value $1,523,059.

    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 21,277 shares
    Change vs previous 13F -1,255 shares

    0.07% of the 13F portfolio, value $2,095,146.

    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 22,532 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,311,333.

    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).