Back to AFRM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → AFRM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AFRM Position History
Affirm Holdings, Inc. • Financial Services
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $803K |
| Q4 2025 | $536K |
| Q1 2026 | $439K |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 15.7K | — | — |
| Q2 2026 | $1.2M | 14.5K | — | — |
| Q1 2026 | $439K | 9.5K | — | — |
| Q4 2025 | $536K | 6.5K | — | — |
| Q3 2025 | $803K | 10.5K | — | — |
Other funds holding AFRM
$1.4B
$1.3B
$1.3B
$773.7M
$517.8M
$517.8M
$461.2M