Daner Wealth Management, LLC

SEC CIK: 0001956649
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

GD holding history

General Dynamics Corp in every 13F filed by Daner Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GD overview All 13F holders of GD Full Q2 2026 holdings

Shares (Q2 2026): 774
Value: $304.2K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of GD by Daner Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	774	$304.2K	0.2%	−33−4.1%	Reduced	Holders
Q1 2026	807	$279.4K	0.2%	−252−23.8%	Reduced	Holders
Q4 2025	1,059	$380.2K	0.2%	+1,059	New	Holders