WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IMNM — IMMUNOME INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  8 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported IMMUNOME INC (IMNM) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows IMNM 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.

What this IMNM 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 IMMUNOME INC, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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.

IMNM stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held IMNM — position size vs. price
% of Fund (quarterly)    IMNM 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 66.8% +84.5% ❌ 17,660 -35,527 -66.8% 0.00% $244K 2025-10-29 $15.76
2025 Q2 ADDED — — — 53,187 +1,643 +3.2% 0.00% $470K 2025-07-10 $8.95
2025 Q1 ADDED — — — 51,544 +12,044 +30.5% 0.00% $347K 2025-04-16 $7.17
2024 Q4 UNCHANGED — — — 39,500 — 0% 0.00% $577K 2025-01-10 $10.60
2024 Q3 REDUCED — — — 39,500 -2,070 -5.0% 0.00% $577K 2024-10-24 $12.01
2024 Q2 ADDED — — — 41,570 +30,617 +279.5% 0.00% $503K 2024-07-16 $14.66
2024 Q1 REDUCED 15.7% -50.6% ✅ 10,953 -2,047 -15.7% 0.00% $270K 2024-04-15 $18.85
2023 Q4 INITIATED — — — 13,000 — — 0.00% $139K 2024-01-30 $18.50

🏢 Other funds also holding IMNM

As of 2026 Q1 — sorted by position size

TEMA ETFS LLC 0.41% PSP Research LLC 0.31% Bayforest Capital Ltd 0.13% Maltin Wealth Management, Inc. 3Y 0.13% Magnus Financial Group LLC 3Y 7Y 0.08% PROFUND ADVISORS LLC 3Y 7Y 0.06% SCHARF INVESTMENTS, LLC 3Y 7Y 0.03% MB, LEVIS & ASSOCIATES, LLC 0.02% E Fund Management Co., Ltd. 3Y 0.01% Y-Intercept (Hong Kong) Ltd 3Y 0.01%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and IMNM

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 IMNM?

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

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

The largest reported portfolio weight for IMNM was 0.00% in 2024 Q3.

What is the latest reported IMNM position on this page?

The most recent filing on this page is 2025 Q3, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 17,660 shares, equal to 0.00% of portfolio, with an estimated market value of $244K.

What does the chart on this IMNM ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly IMNM 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 IMNM position?

Based on 13F filing dates vs. subsequent IMNM price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on IMNM relative to SPY over the holding period was -25.7%.

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