WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: TOAK position timeline

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 87,032 TOAK 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 87,032 shares

   Change vs previous 13F +1,598 shares

   <0.01% of the 13F portfolio, value $2,534,807.

   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 85,434 shares

   Change vs previous 13F +8,770 shares

   <0.01% of the 13F portfolio, value $2,469,897.

   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 76,664 shares

   Change vs previous 13F +27,293 shares

   <0.01% of the 13F portfolio, value $2,195,274.

   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).

4. period ended2025-12-31

   13F 49,371 shares

   Change vs previous 13F +14,121 shares

   <0.01% of the 13F portfolio, value $1,404,111.

   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 35,250 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $991,935.

   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).