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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DAN holding history

DANA Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DAN overviewAll 13F holders of DANFull Q2 2026 holdings

Shares (Q2 2026)
58,915
Value
$1.60M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DAN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202658,915$1.60M<0.1%−4,968−7.8%ReducedHolders
Q1 202663,883$2.15M<0.1%+22,093+52.9%AddedHolders
Q4 202541,790$992.9K<0.1%+9,547+29.6%AddedHolders
Q3 202532,243$646.2K<0.1%+6,062+23.2%AddedHolders
Q2 202526,181$449.0K<0.1%−4,625−15.0%ReducedHolders
Q1 202530,806$410.6K<0.1%+7,241+30.7%AddedHolders
Q4 202423,565$272.4K<0.1%−38,786−62.2%ReducedHolders
Q3 202462,351$658.4K<0.1%+26,163+72.3%AddedHolders
Q2 202436,188$438.6K<0.1%+12,486+52.7%AddedHolders
Q1 202423,702$301.0K<0.1%+3,043+14.7%AddedHolders
Q4 202320,659$301.8K<0.1%+1,555+8.1%AddedHolders
Q3 202319,104$280.3K<0.1%+3,489+22.3%AddedHolders
Q2 202315,615$265.5K<0.1%−756−4.6%ReducedHolders
Q1 202316,371$246.4K<0.1%−297−1.8%ReducedHolders
Q4 202216,668$252.2K<0.1%+4,185+33.5%AddedHolders
Q3 202212,483$143.0K<0.1%−1,748−12.3%ReducedHolders
Q2 202214,231$200.0K<0.1%+3,523+32.9%AddedHolders
Q1 202210,708$188.0K<0.1%−78−0.7%ReducedHolders
Q4 202110,786$246.0K<0.1%−1,172−9.8%ReducedHolders
Q3 202111,958$266.0K<0.1%−57,224−82.7%ReducedHolders
Q2 202169,182$1.64M<0.1%−3,034−4.2%ReducedHolders
Q1 202172,216$1.76M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.