WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BBD — BANCO BRADESCO S A

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  9 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported BANCO BRADESCO S A (BBD) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows BBD 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 BBD 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 BANCO BRADESCO S A, 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
2025 Q3

BBD 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 2025 Q3

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.

BBD stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held BBD — position size vs. price
% of Fund (quarterly)    BBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 10,665 -384 -3.5% 0.00% $33K 2025-10-29 $3.46
2025 Q2 REDUCED 73.9% +10.8% ❌ 11,049 -31,339 -73.9% 0.00% $34K 2025-07-10 $2.86
2025 Q1 REDUCED 25.0% +41.4% ❌ 42,388 -14,094 -25.0% 0.00% $95K 2025-04-16 $2.11
2024 Q4 UNCHANGED — — — 56,482 — 0% 0.00% $150K 2025-01-10 $1.77
2024 Q3 ADDED — — — 56,482 +3,464 +6.5% 0.00% $150K 2024-10-24 $2.41
2024 Q2 REDUCED 24.3% +18.9% ❌ 53,018 -17,063 -24.3% 0.00% $119K 2024-07-16 $2.12
2024 Q1 REDUCED 22.7% -20.2% ✅ 70,081 -20,606 -22.7% 0.00% $200K 2024-04-15 $2.34
2023 Q4 ADDED — — — 90,687 +12,225 +15.6% 0.00% $317K 2024-01-30 $2.67
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BBD

As of 2026 Q1 — sorted by position size

Perpetual Ltd 3Y 7Y 0.21% Vinland Capital Management Gestora de Recursos LTDA. 0.2% Legacy Wealth Asset Management, LLC 3Y 0.17% LGT Fund Management Co Ltd. 3Y 0.16% Banque Cantonale Vaudoise 3Y 0.07% ALTFEST L J & CO INC 3Y 7Y 0.07% Samalin Investment Counsel, LLC 3Y 0.06% PROFUND ADVISORS LLC 3Y 7Y 0.05% Tenzing Financial LLC 0.05% QUATTRO FINANCIAL ADVISORS LLC 3Y 7Y 0.04%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and BBD

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 BBD?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported BBD across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

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

What is the latest reported BBD position on this page?

The most recent filing on this page is 2025 Q3, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 10,665 shares, equal to 0.00% of portfolio, with an estimated market value of $33K.

What does the chart on this BBD ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly BBD 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.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their BBD position?

Based on 13F filing dates vs. subsequent BBD price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on BBD relative to SPY over the holding period was -7.0%.

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