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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: ULST position timeline

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 127,109 ULST 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 127,109 shares
    Change vs previous 13F +7,474 shares

    0.01% of the 13F portfolio, value $5,107,254.

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

  2. period ended2026-06-30
    13F 119,635 shares
    Change vs previous 13F -1,617 shares

    0.01% of the 13F portfolio, value $4,825,460.

    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 121,252 shares
    Change vs previous 13F -24,020 shares

    0.01% of the 13F portfolio, value $4,898,601.

    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 145,272 shares
    Change vs previous 13F -6,033 shares

    0.01% of the 13F portfolio, value $5,889,329.

    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 151,305 shares
    Change vs previous 13F -17,458 shares

    0.01% of the 13F portfolio, value $6,144,479.

    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 168,763 shares
    Change vs previous 13F -16,662 shares

    0.01% of the 13F portfolio, value $6,834,887.

    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 185,425 shares
    Change vs previous 13F -52,828 shares

    0.01% of the 13F portfolio, value $7,537,583.

    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 238,253 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,627,782.

    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).