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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CBU
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CBU Position History
Community Financial System, Inc. • Financial Services
Quarters held
5
Latest value
$2.7M
Q3 2026
Peak value
$3.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q4 2025 | $3.3M |
| Q1 2026 | $2.5M |
| Q2 2026 | $3.3M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 46.4K | — | — |
| Q2 2026 | $3.3M | 50.1K | — | — |
| Q1 2026 | $2.5M | 42.3K | — | — |
| Q4 2025 | $3.3M | 55.4K | — | — |
| Q3 2025 | $3.2M | 55.4K | — | — |
Other funds holding CBU
$271.6M
$234.1M
$234.1M
$234.1M
$230.1M
$230.1M
$223.9M
$223.9M