CDP β€” COPT DEFENSE PROPERTIES

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  11 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported COPT DEFENSE PROPERTIES (CDP) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows CDP 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 CDP 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 COPT DEFENSE PROPERTIES, 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

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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.

CDP stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held CDP β€” position size vs. price
% of Fund (quarterly)    CDP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 18,614 -2,166 -10.4% 0.00% $584K 2026-04-08 $31.72
2025 Q4 ADDED 20,780 +513 +2.5% 0.00% $588K 2026-01-08 $29.20
2025 Q3 ADDED 20,267 +2 +0.0% 0.00% $579K 2025-10-29 $26.91
2025 Q2 ADDED 20,265 +2,748 +15.7% 0.00% $575K 2025-07-10 $27.32
2025 Q1 ADDED 17,517 +4,679 +36.4% 0.00% $478K 2025-04-16 $25.10
2024 Q4 UNCHANGED 12,838 β€” 0% 0.00% $389K 2025-01-10 $27.70
2024 Q3 REDUCED 12,838 -2,904 -18.4% 0.00% $389K 2024-10-24 $30.05
2024 Q2 ADDED 15,742 +2,421 +18.2% 0.00% $394K 2024-07-16 $25.39
2024 Q1 ADDED 13,321 +352 +2.7% 0.00% $322K 2024-04-15 $20.98
2023 Q4 ADDED 12,969 +1,854 +16.7% 0.00% $332K 2024-01-30 $22.05
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CDP

As of 2026 Q1 β€” sorted by position size

Rosenberg Matthew Hamilton 3Y 0.03% Central Pacific Bank - Trust Division 0.02% GAMMA Investing LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% PFS Partners, LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and CDP

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 CDP?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported CDP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for CDP was 0.00% in 2026 Q1.

What is the latest reported CDP position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 18,614 shares, equal to 0.00% of portfolio, with an estimated market value of $584K.

What does the chart on this CDP ownership page compare?

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