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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: FDRR position timeline

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 10,255 FDRR 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 10,255 shares
    Change vs previous 13F +665 shares

    <0.01% of the 13F portfolio, value $710,678.

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

  2. period ended2026-06-30
    13F 9,590 shares
    Change vs previous 13F +240 shares

    <0.01% of the 13F portfolio, value $641,855.

    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 9,350 shares
    Change vs previous 13F +600 shares

    <0.01% of the 13F portfolio, value $553,156.

    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 8,750 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $539,975.

    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 8,731 shares
    Change vs previous 13F -290 shares

    <0.01% of the 13F portfolio, value $514,418.

    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 9,021 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $498,832.

    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).

  7. period ended2025-03-31
    13F 8,996 shares
    Change vs previous 13F +747 shares

    <0.01% of the 13F portfolio, value $449,341.

    13F-HR 0001214659-25-005972 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).

  8. period ended2024-12-31
    13F/A 8,249 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $423,816.

    13F-HR/A 0001214659-25-004463 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).