Dana Incorporated
US ˙ NYSE ˙ US2358252052

SecurityDAN / Dana Incorporated
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
CWM Advisors, LLC closes position in DAN / Dana Incorporated

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 0 shares of Dana Incorporated (US:DAN) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 19,569 shares of Dana Incorporated. The current value of the position is $0 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F/A-1 DANA COM 235825205 0 -100.00 0
2026-04-23 2026-03-31 13F DANA COM 235825205 15,474 -4,095 -20.93 521 12.07 0.0429
2026-02-17 2025-12-31 13F DANA COM 235825205 19,569 -3,118 -13.74 465 2.20 0.0418
2025-10-15 2025-09-30 13F DANA COM 235825205 22,687 22 0.10 455 17.01 0.0443
2025-07-24 2025-06-30 13F DANA COM 235825205 22,665 -56,505 -71.37 389 -63.22 0.0423
2025-06-03 2025-03-31 13F DANA COM 235825205 79,170 44,453 128.04 1,055 163.09 0.1254
2025-01-17 2024-12-31 13F DANA COM 235825205 34,717 -4,348 -11.13 401 -2.67 0.0449
2024-10-10 2024-09-30 13F DANA COM 235825205 39,065 10,076 34.76 413 17.38 0.0422
2024-08-12 2024-06-30 13F DANA COM 235825205 28,989 820 2.91 351 -1.68 0.0405
2024-05-07 2024-03-31 13F DANA COM 235825205 28,169 2,029 7.76 358 -6.30 0.0366
2024-02-12 2023-12-31 13F DANA COM 235825205 26,140 5,278 25.30 382 24.51 0.0420
2023-10-26 2023-09-30 13F DANA COM 235825205 20,862 2,347 12.68 306 -2.55 0.0391
2023-07-31 2023-06-30 13F DANA COM 235825205 18,515 346 1.90 315 15.02 0.0381
2023-04-24 2023-03-31 13F DANA COM 235825205 18,169 2,583 16.57 273 16.17 0.0348
2023-01-26 2022-12-31 13F DANA COM 235825205 15,586 -2,395 -13.32 236 14.08 0.0303
2022-11-07 2022-09-30 13F DANA COM 235825205 17,981 2,863 18.94 206 -3.29 0.0291
2022-08-10 2022-06-30 13F DANA COM 235825205 15,118 1,771 13.27 213 -9.36 0.0283
2022-04-21 2022-03-31 13F DANA COM 235825205 13,347 2,413 22.07 235 -6.00 0.0272
2022-02-14 2021-12-31 13F/A-1 DANA COM 235825205 10,934 836 8.28 250 11.11 0.0287
2021-11-09 2021-09-30 13F DANA COM 235825205 10,098 -7,260 -41.83 225 -45.39 0.0284
2021-08-10 2021-06-30 13F DANA COM 235825205 17,358 526 3.12 412 0.49 0.0542
2021-04-30 2021-03-31 13F DANA COM 235825205 16,832 16,832 410 0.0629
2020-01-24 2019-12-31 13F DANA COM 235825205 0 -12,851 -100.00 0 -100.00
2019-11-13 2019-09-30 13F DANA COM 235825205 12,851 12,851 186 0.0709
2019-02-22 2018-03-31 13F/A-1 Dana COM 235825205 0 -1,796 -100.00 0 -100.00
2019-02-21 2017-12-31 13F/A-1 DANA COM 235825205 1,796 1,796 57 0.0485
2018-02-15 2017-12-31 13F Dana COM 235825205 1,796 57 0.0454
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.