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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MDB

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MDB Position History

MongoDB, Inc. • Technology

Quarters held
5
Latest value
$15.2M
Q3 2026
Peak value
$15.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.4M
Q4 2025$11.9M
Q1 2026$9.2M
Q2 2026$13.6M
Q3 2026$15.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$15.2M43.9K——
Q2 2026$13.6M41.8K——
Q1 2026$9.2M38.3K——
Q4 2025$11.9M27.3K——
Q3 2025$8.4M26.2K——

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