DAN β€” DANA INC

Ownership history in AFFINITY WEALTH MANAGEMENT LLC  Β·  3 quarters on record

AI Ownership Summary

AFFINITY WEALTH MANAGEMENT LLC reported DANA INC (DAN) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows DAN at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AFFINITY WEALTH MANAGEMENT LLC's position in DANA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DAN was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AFFINITY WEALTH MANAGEMENT LLC held DAN β€” position size vs. price
% of Fund (quarterly)    DAN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,938 β€” 0% 0.06% $402K 2026-04-10 $36.46
2025 Q4 UNCHANGED 11,938 β€” 0% 0.04% $284K 2026-01-15 $27.61
2025 Q3 INITIATED 11,938 β€” β€” 0.04% $239K 2025-11-06 $21.27

FAQ About AFFINITY WEALTH MANAGEMENT LLC and DAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has AFFINITY WEALTH MANAGEMENT LLC reported owning DAN?

AFFINITY WEALTH MANAGEMENT LLC reported DAN across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported DAN position in AFFINITY WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for DAN was 0.06% in 2026 Q1.

What is the latest reported DAN position on this page?

The most recent filing on this page is 2026 Q1, when AFFINITY WEALTH MANAGEMENT LLC reported 11,938 shares, equal to 0.06% of portfolio, with an estimated market value of $402K.

What does the chart on this DAN ownership page compare?

The chart compares AFFINITY WEALTH MANAGEMENT LLC's quarterly DAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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