WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: FNDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC on FNDX, newest first. How the timeline and the estimate are built.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 488,361 FNDX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 488,361 sharesChange vs previous 13F +48,291 shares
0.02% of the 13F portfolio, value $15,671,510.
13F-HR 0001214659-26-012804 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Accepted , ingested - period ended2026-06-3013F 440,070 sharesChange vs previous 13F +137,981 shares
0.02% of the 13F portfolio, value $13,822,592.
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 302,089 sharesChange vs previous 13F -254,594 shares
0.02% of the 13F portfolio, value $8,452,455.
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 556,683 sharesChange vs previous 13F -78,158 shares
0.02% of the 13F portfolio, value $15,531,451.
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 634,841 sharesChange vs previous 13F +133,064 shares
0.03% of the 13F portfolio, value $16,772,508.
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 501,777 sharesChange vs previous 13F +2,064 shares
0.02% of the 13F portfolio, value $12,554,458.
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 499,713 sharesChange vs previous 13F -92,058 shares
0.02% of the 13F portfolio, value $11,798,258.
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 591,771 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $14,013,145.
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).