WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: BSV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC on BSV, newest first. How the timeline and the estimate are built.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 559,765 BSV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 559,765 sharesChange vs previous 13F +222,470 shares
0.05% of the 13F portfolio, value $30,782,473.
13F-HR 0001214659-26-012804 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Accepted , ingested - period ended2026-06-3013F 337,295 sharesChange vs previous 13F -5,905 shares
0.04% of the 13F portfolio, value $25,682,629.
13F-HR 0001214659-26-008573 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 343,200 sharesChange vs previous 13F -185,902 shares
0.06% of the 13F portfolio, value $26,349,911.
13F-HR 0001214659-26-004436 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 529,102 sharesChange vs previous 13F -9,061 shares
0.06% of the 13F portfolio, value $41,730,212.
13F-HR 0001214659-26-000261 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 538,163 sharesChange vs previous 13F +9,525 shares
0.06% of the 13F portfolio, value $42,407,246.
13F-HR 0001214659-25-015495 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 528,638 sharesChange vs previous 13F -2,773 shares
0.07% of the 13F portfolio, value $41,360,610.
13F-HR 0001214659-25-010232 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 531,411 sharesChange vs previous 13F +5,581 shares
0.08% of the 13F portfolio, value $41,598,712.
13F-HR 0001214659-25-005972 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 525,830 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $40,630,877.
13F-HR/A 0001214659-25-004463 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).