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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

DAN holding history

DANA Inc in every 13F filed by Abound Wealth Management, 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)
9
Value
$245
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of DAN by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269$245<0.1%00.0%UnchangedHolders
Q1 20269$303<0.1%00.0%UnchangedHolders
Q4 20259$214<0.1%00.0%UnchangedHolders
Q3 20259$181<0.1%00.0%UnchangedHolders
Q2 20259$155<0.1%00.0%UnchangedHolders
Q1 20259$120<0.1%+9NewHolders
Q4 20240$00.0%−57−100.0%Sold outHolders
Q3 202457$602<0.1%+57NewHolders