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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → USAR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC USAR Position History
USA Rare Earth, Inc. • Mining
Quarters held
8
Latest value
$1K
Q3 2026
Peak value
$378K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $284K |
| Q1 2026 | $378K |
| Q2 2026 | $2K |
| Q2 2026 | $2K |
| Q2 2026 | $18K |
| Q2 2026 | $233K |
| Q3 2026 | $230K |
| Q3 2026 | $1K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1K | 100 | — | — |
| Q3 2026 | $230K | 18.2K | — | — |
| Q2 2026 | $233K | 12.6K | — | — |
| Q2 2026 | $18K | 1.0K | — | — |
| Q2 2026 | $2K | 100 | — | — |
| Q2 2026 | $2K | 100 | — | — |
| Q1 2026 | $378K | 23.8K | — | — |
| Q3 2025 | $284K | 10.0K | — | — |
Other funds holding USAR
$291.8M
$291.8M
$182.6M