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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WK
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WK Position History
Workiva Inc. • Technology
Quarters held
7
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $384K |
| Q3 2025 | $16K |
| Q4 2025 | $1.1M |
| Q4 2025 | $16K |
| Q1 2026 | $348K |
| Q2 2026 | $773K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 24.2K | — | — |
| Q2 2026 | $773K | 14.8K | — | — |
| Q1 2026 | $348K | 5.8K | — | — |
| Q4 2025 | $16K | 16.0K | — | — |
| Q4 2025 | $1.1M | 12.6K | — | — |
| Q3 2025 | $16K | 16.0K | — | — |
| Q3 2025 | $384K | 4.5K | — | — |
Other funds holding WK
$1B
$505.1M
$502.5M
$442M
$418.4M
$320.5M
$319.7M
$221.9M