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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: ICLO position timeline

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 83,439 ICLO 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 83,439 shares
    Change vs previous 13F +1,013 shares

    <0.01% of the 13F portfolio, value $2,137,710.

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

  2. period ended2026-06-30
    13F 82,426 shares
    Change vs previous 13F -7,486 shares

    <0.01% of the 13F portfolio, value $2,111,139.

    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 89,912 shares
    Change vs previous 13F -113,881 shares

    0.01% of the 13F portfolio, value $2,292,759.

    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 203,793 shares
    Change vs previous 13F -27,810 shares

    0.01% of the 13F portfolio, value $5,213,037.

    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 231,603 shares
    Change vs previous 13F -67,481 shares

    0.01% of the 13F portfolio, value $5,931,352.

    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 299,084 shares
    Change vs previous 13F -44,089 shares

    0.01% of the 13F portfolio, value $7,665,515.

    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 343,173 shares
    Change vs previous 13F +40,102 shares

    0.02% of the 13F portfolio, value $8,747,475.

    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 303,071 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,770,730.

    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).