Back to WAFDP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WAFDP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WAFDP Position History
WaFd, Inc. • Financial Services
Quarters held
6
Latest value
$656K
Q3 2026
Peak value
$656K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $262K |
| Q3 2025 | $299K |
| Q4 2025 | $323K |
| Q1 2026 | $320K |
| Q2 2026 | $421K |
| Q3 2026 | $656K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $656K | 22.1K | — | — |
| Q2 2026 | $421K | 11.0K | — | — |
| Q1 2026 | $320K | 10.1K | — | — |
| Q4 2025 | $323K | 9.8K | — | — |
| Q3 2025 | $299K | 15.8K | — | — |
| Q3 2025 | $262K | 8.9K | — | — |
Other funds holding WAFDP
$268.3M
$264.7M
$260.9M
$255.8M
$229.1M
$227.5M
$166.7M