Back to WEST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WEST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEST Position History
Westrock Coffee Company • Consumer Defensive
Quarters held
7
Latest value
$1.7M
Q3 2026
Peak value
$3.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $785K |
| Q4 2025 | $3M |
| Q1 2026 | $3.6M |
| Q2 2026 | $114K |
| Q2 2026 | $1.3M |
| Q3 2026 | $114K |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 9.6K | — | — |
| Q3 2026 | $114K | 14.0K | — | — |
| Q2 2026 | $1.3M | 8.6K | — | — |
| Q2 2026 | $114K | 15.3K | — | — |
| Q1 2026 | $3.6M | 25.3K | — | — |
| Q4 2025 | $3M | 19.6K | — | — |
| Q3 2025 | $785K | 5.0K | — | — |
Other funds holding WEST
$554.8M
$528.7M
$524.9M
$507.4M
$503.3M
$476.4M
$358.5M
$306.9M