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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PLBC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PLBC Position History
Plumas Bancorp • Financial Services
Quarters held
5
Latest value
$900K
Q3 2026
Peak value
$900K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $576K |
| Q4 2025 | $611K |
| Q1 2026 | $674K |
| Q2 2026 | $843K |
| Q3 2026 | $900K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $900K | 14.6K | — | — |
| Q2 2026 | $843K | 14.5K | — | — |
| Q1 2026 | $674K | 13.6K | — | — |
| Q4 2025 | $611K | 13.6K | — | — |
| Q3 2025 | $576K | 13.7K | — | — |