Back to MBWM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MBWM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MBWM Position History
Mercantile Bank Corporation
Quarters held
5
Latest value
$405K
Q3 2026
Peak value
$405K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $342K |
| Q4 2025 | $347K |
| Q1 2026 | $317K |
| Q2 2026 | $386K |
| Q3 2026 | $405K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $405K | 7.0K | — | — |
| Q2 2026 | $386K | 6.8K | — | — |
| Q1 2026 | $317K | 6.2K | — | — |
| Q4 2025 | $347K | 7.1K | — | — |
| Q3 2025 | $342K | 7.5K | — | — |
Other funds holding MBWM
$34.4M
$34.4M
$26.2M
$25.4M
$25.3M