LEXX β€” LEXARIA BIOSCIENCE CORP

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  7 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported LEXARIA BIOSCIENCE CORP (LEXX) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows LEXX 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 LEXX 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 LEXARIA BIOSCIENCE 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 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.

How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held LEXX β€” position size vs. price
% of Fund (quarterly)    LEXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 35,776 +5,000 +16.2% 0.00% $30K 2025-10-29 $0.96
2025 Q2 REDUCED 30,776 -183 -0.6% 0.00% $28K 2025-07-10 $0.90
2025 Q1 ADDED 30,959 +17,136 +124.0% 0.00% $53K 2025-04-16 $1.40
2024 Q4 UNCHANGED 13,823 β€” 0% 0.00% $42K 2025-01-10 $2.16
2024 Q3 UNCHANGED 13,823 β€” 0% 0.00% $42K 2024-10-24 $2.73
2024 Q2 ADDED 13,823 +3,500 +33.9% 0.00% $38K 2024-07-16 $2.97
2024 Q1 INITIATED 10,323 β€” β€” 0.00% $37K 2024-04-15 $1.99

🏒 Other funds also holding LEXX

As of 2026 Q1 β€” sorted by position size

Krilogy Financial LLC 3Y 7Y 0.0% Byrne Asset Management LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and LEXX

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 LEXX?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported LEXX across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

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

The largest reported portfolio weight for LEXX was 0.00% in 2025 Q1.

What is the latest reported LEXX position on this page?

The most recent filing on this page is 2025 Q3, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 35,776 shares, equal to 0.00% of portfolio, with an estimated market value of $30K.

What does the chart on this LEXX ownership page compare?

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