Back to OPY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → OPY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC OPY Position History
Oppenheimer Holdings Inc. • Financial Services
Quarters held
5
Latest value
$78K
Q3 2026
Peak value
$78K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6K |
| Q4 2025 | $6K |
| Q1 2026 | $7K |
| Q2 2026 | $14K |
| Q3 2026 | $78K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $78K | 12.1K | — | — |
| Q2 2026 | $14K | 11.6K | — | — |
| Q1 2026 | $7K | 11.4K | — | — |
| Q4 2025 | $6K | 81 | — | — |
| Q3 2025 | $6K | 81 | — | — |