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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CAKE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CAKE Position History
The Cheesecake Factory Incorporated
Quarters held
6
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12K |
| Q3 2025 | $432K |
| Q4 2025 | $368K |
| Q1 2026 | $794K |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 13.8K | — | — |
| Q2 2026 | $1.3M | 15.4K | — | — |
| Q1 2026 | $794K | 14.4K | — | — |
| Q4 2025 | $368K | 6.5K | — | — |
| Q3 2025 | $432K | 8.0K | — | — |
| Q3 2025 | $12K | 12.0K | — | — |
Other funds holding CAKE
$319.1M
$261.6M
$257.5M
$240.8M
$206.7M
$195.3M