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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CCB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CCB Position History
Coastal Financial Corporation
Quarters held
5
Latest value
$269K
Q3 2026
Peak value
$555K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $510K |
| Q4 2025 | $555K |
| Q1 2026 | $364K |
| Q2 2026 | $378K |
| Q3 2026 | $269K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $269K | 6.3K | — | — |
| Q2 2026 | $378K | 4.8K | — | — |
| Q1 2026 | $364K | 4.7K | — | — |
| Q4 2025 | $555K | 4.7K | — | — |
| Q3 2025 | $510K | 4.7K | — | — |