Back to HSTM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → HSTM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HSTM Position History
HealthStream, Inc. • Healthcare
Quarters held
5
Latest value
$420K
Q3 2026
Peak value
$420K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $392K |
| Q4 2025 | $325K |
| Q2 2026 | $25K |
| Q2 2026 | $341K |
| Q3 2026 | $420K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $420K | 12.9K | — | — |
| Q2 2026 | $341K | 12.1K | — | — |
| Q2 2026 | $25K | 11.1K | — | — |
| Q4 2025 | $325K | 136.6K | — | — |
| Q3 2025 | $392K | 137.5K | — | — |
Other funds holding HSTM
$96.8M
$83.3M
$79.9M
$79.2M
$78.7M
$76.9M
$54.3M