AI — ARLINGTON ASSET INVST CORP

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  12 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported ARLINGTON ASSET INVST CORP (AI) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows AI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in ARLINGTON ASSET INVST CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AI stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held AI — position size vs. price
% of Fund (quarterly)    AI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 14,452 +3,127 +27.6% 0.00% $125K 2026-04-08 $8.78
2025 Q3 REDUCED 11,325 -5,288 -31.8% 0.00% $217K 2025-10-29 $17.55
2025 Q2 REDUCED 16,613 -1,199 -6.7% 0.00% $428K 2025-07-10 $26.81
2025 Q1 ADDED 17,812 +3,412 +23.7% 0.00% $375K 2025-04-16 $19.35
2024 Q4 ADDED 14,400 +3,161 +28.1% 0.00% $349K 2025-01-10 $32.42
2024 Q3 REDUCED 11,239 -306 -2.7% 0.00% $272K 2024-10-24 $25.00
2024 Q2 REDUCED 11,545 -3,040 -20.8% 0.00% $334K 2024-07-16 $30.44
2024 Q1 REDUCED 14,585 -2,819 -16.2% 0.00% $395K 2024-04-15 $20.84
2023 Q4 REDUCED 17,404 -749 -4.1% 0.00% $500K 2024-01-30 $25.53
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AI

As of 2026 Q1 — sorted by position size

Shearwater Capital LLC 3Y 0.3% Perigon Wealth Management, LLC 3Y 7Y 0.03% Cerro Pacific Wealth Advisors LLC 3Y 0.02% Aspect Partners, LLC 0.02% Olistico Wealth, LLC 3Y 0.01% Marex Group plc 0.01% CoreCap Advisors, LLC 3Y 0.0% GAMMA Investing LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and AI

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning AI?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported AI across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AI position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for AI was 0.00% in 2023 Q4.

What is the latest reported AI position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 14,452 shares, equal to 0.00% of portfolio, with an estimated market value of $125K.

What does the chart on this AI ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly AI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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