Back to BBT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → BBT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BBT Position History
Beacon Financial Corporation • Financial Services
Quarters held
5
Latest value
$791K
Q3 2026
Peak value
$791K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $277K |
| Q4 2025 | $244K |
| Q1 2026 | $345K |
| Q2 2026 | $338K |
| Q3 2026 | $791K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $791K | 28.8K | — | — |
| Q2 2026 | $338K | 11.2K | — | — |
| Q1 2026 | $345K | 11.4K | — | — |
| Q4 2025 | $244K | 9.1K | — | — |
| Q3 2025 | $277K | 11.5K | — | — |
Other funds holding BBT
$235.4M
$214.9M
$157.3M
$156.2M
$156.2M
$153.4M
$142.6M
$137.9M