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Livermore
Livermore
ZHEN

Opes Wealth Management LLC

SEC CIK
0001766918
Latest filing
Apr 29, 2026

DAN holding history

DANA Inc in every 13F filed by Opes Wealth Management LLC, 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 Q1 2026 holdings

Shares (Q1 2026)
44,593
Value
$1.50M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of DAN by Opes Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202644,593$1.50M0.3%00.0%UnchangedHolders
Q4 202544,593$1.06M0.2%−8,712−16.3%ReducedHolders
Q3 202553,305$1.07M0.2%00.0%UnchangedHolders
Q2 202553,305$914.2K0.2%+12,359+30.2%AddedHolders
Q1 202540,946$545.8K0.1%00.0%UnchangedHolders
Q4 202440,946$473.3K0.1%00.0%UnchangedHolders
Q3 202440,946$432.4K0.1%00.0%UnchangedHolders
Q2 202440,946$496.3K0.1%00.0%UnchangedHolders
Q1 202440,946$520.0K0.1%+8,205+25.1%AddedHolders
Q4 202332,741$478.3K0.1%00.0%UnchangedHolders
Q3 202332,741$480.3K0.1%00.0%UnchangedHolders
Q2 202332,741$556.6K0.2%00.0%UnchangedHolders
Q1 202332,741$492.8K0.2%+6,737+25.9%AddedHolders
Q4 202226,004$393.4K0.1%00.0%UnchangedHolders
Q3 202226,004$297.0K0.1%00.0%UnchangedHolders
Q2 202226,004$366.0K0.1%00.0%UnchangedHolders
Q1 202226,004$457.0K0.1%+5,972+29.8%AddedHolders
Q4 202120,032$457.0K0.1%00.0%UnchangedHolders
Q3 202120,032$446.0K0.2%00.0%UnchangedHolders
Q2 202120,032$476.0K0.2%+8,452+73.0%AddedHolders
Q1 202111,580$282.0K0.1%––Holders

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