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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: CVSA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC on CVSA, newest first. How the timeline and the estimate are built.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 13,117 CVSA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,117 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $864,628.

    13F-HR 0001214659-26-012804 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,147 shares
    Change vs previous 13F +764 shares

    <0.01% of the 13F portfolio, value $873,689.

    13F-HR 0001214659-26-008573 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 12,383 shares
    Change vs previous 13F +8,380 shares

    <0.01% of the 13F portfolio, value $700,347.

    13F-HR 0001214659-26-004436 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,003 shares
    Change vs previous 13F +2,043 shares

    <0.01% of the 13F portfolio, value $448,665.

    13F-HR 0001214659-26-000261 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,960 shares
    Change vs previous 13F +63 shares

    <0.01% of the 13F portfolio, value $283,396.

    13F-HR 0001214659-25-015495 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,897 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $233,426.

    13F-HR 0001214659-25-010232 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).