WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: CPRT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC on CPRT, newest first. How the timeline and the estimate are built.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 181,302 CPRT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 181,302 sharesChange vs previous 13F +6,059 shares
0.01% of the 13F portfolio, value $4,552,982.
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 175,243 sharesChange vs previous 13F +198 shares
0.01% of the 13F portfolio, value $5,544,920.
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 175,045 sharesChange vs previous 13F +5,697 shares
0.01% of the 13F portfolio, value $6,822,693.
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 169,348 sharesChange vs previous 13F -301,544 shares
0.01% of the 13F portfolio, value $7,490,221.
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 470,892 sharesChange vs previous 13F +374,297 shares
0.04% of the 13F portfolio, value $23,224,429.
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 96,595 sharesChange vs previous 13F +8,982 shares
0.01% of the 13F portfolio, value $5,466,342.
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 87,613 sharesChange vs previous 13F +16,072 shares
0.01% of the 13F portfolio, value $5,028,084.
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).
- period ended2024-09-3013F 71,541 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $3,748,771.
13F-HR 0001214659-24-017874 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).