WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: SMA position timeline

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 9,361 SMA 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 9,361 shares

   Change vs previous 13F +1,636 shares

   <0.01% of the 13F portfolio, value $306,198.

   13F-HR 0001214659-26-012804 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
   Accepted 2026-10-13 14:56:55 UTC, ingested 2026-10-13 14:58:16 UTC

2. period ended2026-06-30

   13F 7,725 shares

   Change vs previous 13F +7,725 shares

   <0.01% of the 13F portfolio, value $254,848.

   13F-HR 0001214659-26-008573 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -8,380 shares

   13F-HR 0001214659-26-004436 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-12-31

   13F 8,380 shares

   Change vs previous 13F +2,792 shares

   <0.01% of the 13F portfolio, value $267,154.

   13F-HR 0001214659-26-000261 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 5,588 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $200,330.

   13F-HR 0001214659-25-015495 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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