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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → BBDC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BBDC Position History

Barings BDC, Inc.

Quarters held
5
Latest value
$758K
Q3 2026
Peak value
$1.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.3M
Q4 2025$1.4M
Q1 2026$749K
Q2 2026$803K
Q3 2026$758K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$758K88.8K——
Q2 2026$803K93.7K——
Q1 2026$749K89.5K——
Q4 2025$1.4M149.9K——
Q3 2025$1.3M148.7K——

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