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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: WPM position timeline

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 44,597 WPM 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 44,597 shares
    Change vs previous 13F +1,644 shares

    0.01% of the 13F portfolio, value $6,018,856.

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

  2. period ended2026-06-30
    13F 42,953 shares
    Change vs previous 13F -550 shares

    0.01% of the 13F portfolio, value $4,727,029.

    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 43,503 shares
    Change vs previous 13F -16,092 shares

    0.01% of the 13F portfolio, value $5,897,328.

    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 59,595 shares
    Change vs previous 13F +1,571 shares

    0.01% of the 13F portfolio, value $7,479,817.

    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 58,024 shares
    Change vs previous 13F +2,109 shares

    0.01% of the 13F portfolio, value $6,285,210.

    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 55,915 shares
    Change vs previous 13F -822 shares

    0.01% of the 13F portfolio, value $5,063,632.

    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 56,737 shares
    Change vs previous 13F -1,310 shares

    0.01% of the 13F portfolio, value $4,404,467.

    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 58,047 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,264,544.

    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).