WEALTH ENHANCEMENT ADVISORY SERVICES, LLC KTB — KONTOOR BRANDS INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  10 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported KONTOOR BRANDS INC (KTB) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows KTB 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 KTB 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 KONTOOR BRANDS 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
2026 Q1

KTB 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.

KTB stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held KTB — position size vs. price
% of Fund (quarterly)    KTB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,780 -1,238 -24.7% 0.00% $261K 2026-04-08 $71.99
2025 Q4 REDUCED — — — 5,018 -250 -4.7% 0.00% $311K 2026-01-08 $61.27
2025 Q3 REDUCED — — — 5,268 -94 -1.8% 0.00% $421K 2025-10-29 $79.90
2025 Q2 ADDED — — — 5,362 +454 +9.3% 0.00% $386K 2025-07-10 $69.06
2025 Q1 ADDED — — — 4,908 +1,188 +31.9% 0.00% $315K 2025-04-16 $52.14
2024 Q4 ADDED — — — 3,720 +74 +2.0% 0.00% $304K 2025-01-10 $83.15
2024 Q3 ADDED — — — 3,646 +41 +1.1% 0.00% $298K 2024-10-24 $73.39
2024 Q2 REDUCED 6.5% +24.5% ❌ 3,605 -252 -6.5% 0.00% $238K 2024-07-16 $65.00
2024 Q1 ADDED — — — 3,857 +320 +9.0% 0.00% $232K 2024-04-15 $51.02
2023 Q4 INITIATED — — — 3,537 — — 0.00% $221K 2024-01-30 $56.52

🏢 Other funds also holding KTB

As of 2026 Q1 — sorted by position size

Phocas Financial Corp. 3Y 7Y 0.9% Massachusetts Wealth Management 3Y 0.88% Stablepoint Partners, LLC 0.71% Seelaus Asset Management LLC 3Y 7Y 0.49% AZZAD ASSET MANAGEMENT INC /ADV 0.42% Hodges Capital Management Inc. 3Y 7Y 0.3% FINANCIAL ADVISORY PARTNERS, LLC 0.15% Bayforest Capital Ltd 0.14% Drucker Wealth 3.0, LLC 0.14% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.11%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and KTB

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 KTB?

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

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

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

What is the latest reported KTB position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 3,780 shares, equal to 0.00% of portfolio, with an estimated market value of $261K.

What does the chart on this KTB ownership page compare?

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

Based on 13F filing dates vs. subsequent KTB price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on KTB relative to SPY over the holding period was -4.7%.

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