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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → FIVN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC FIVN Position History
Five9, Inc.
Quarters held
4
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $305K |
| Q1 2026 | $277K |
| Q2 2026 | $713K |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 29.2K | — | — |
| Q2 2026 | $713K | 28.1K | — | — |
| Q1 2026 | $277K | 18.5K | — | — |
| Q4 2025 | $305K | 15.5K | — | — |