WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: PSEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC on PSEP, newest first. How the timeline and the estimate are built.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 389,274 PSEP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 389,274 sharesChange vs previous 13F +323,174 shares
0.03% of the 13F portfolio, value $18,381,495.
13F-HR 0001214659-26-012804 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Accepted , ingested - period ended2026-06-3013F 66,100 sharesChange vs previous 13F -33,638 shares
0.01% of the 13F portfolio, value $3,059,108.
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 99,738 sharesChange vs previous 13F -71,818 shares
0.01% of the 13F portfolio, value $4,317,658.
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 171,556 sharesChange vs previous 13F +3,914 shares
0.01% of the 13F portfolio, value $7,539,886.
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 167,642 sharesChange vs previous 13F +50,664 shares
0.01% of the 13F portfolio, value $7,188,489.
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 116,978 sharesChange vs previous 13F -45,371 shares
0.01% of the 13F portfolio, value $4,810,568.
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 162,349 sharesChange vs previous 13F -5,167 shares
0.01% of the 13F portfolio, value $6,235,825.
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 167,516 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $6,547,413.
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).