WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: XMMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC on XMMO, newest first. How the timeline and the estimate are built.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 95,268 XMMO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 95,268 sharesChange vs previous 13F -252 shares
0.02% of the 13F portfolio, value $14,040,612.
13F-HR 0001214659-26-012804 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Accepted , ingested - period ended2026-06-3013F 95,520 sharesChange vs previous 13F -424 shares
0.03% of the 13F portfolio, value $15,427,490.
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 95,944 sharesChange vs previous 13F -60,223 shares
0.03% of the 13F portfolio, value $14,162,260.
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 156,167 sharesChange vs previous 13F +2,168 shares
0.03% of the 13F portfolio, value $22,333,481.
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 153,999 sharesChange vs previous 13F -9,733 shares
0.03% of the 13F portfolio, value $20,783,652.
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 163,732 sharesChange vs previous 13F -43,163 shares
0.04% of the 13F portfolio, value $21,386,724.
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 206,895 sharesChange vs previous 13F -157,957 shares
0.05% of the 13F portfolio, value $23,536,505.
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 364,852 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $45,070,176.
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).