WEALTH ENHANCEMENT ADVISORY SERVICES, LLC LQDT — LIQUIDITY SVCS INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  3 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported LIQUIDITY SVCS INC (LQDT) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows LQDT 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 LQDT 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 LIQUIDITY SVCS 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

LQDT 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
2025 Q3 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.

LQDT stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held LQDT — position size vs. price
% of Fund (quarterly)    LQDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 20,831 +18,717 +885.4% 0.00% $80K 2026-04-08 $31.99
2025 Q4 ADDED — — — 2,114 +363 +20.7% 0.00% $71K 2026-01-08 $31.22
2025 Q3 INITIATED — — — 1,751 — — 0.00% $44K 2025-10-29 $23.52

🏢 Other funds also holding LQDT

As of 2026 Q1 — sorted by position size

Access Investment Management LLC 1.63% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.62% Aristotle Capital Boston, LLC 3Y 7Y 1.02% RICE HALL JAMES & ASSOCIATES, LLC 3Y 7Y 1.02% STALEY CAPITAL ADVISERS INC 3Y 7Y 0.7% Miller Global Investments, LLC 0.58% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.52% Values First Advisors, Inc. 3Y 0.48% North Star Investment Management Corp. 3Y 7Y 0.26% Willis Investment Counsel 3Y 7Y 0.22%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and LQDT

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 LQDT?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported LQDT across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

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

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

What is the latest reported LQDT position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 20,831 shares, equal to 0.00% of portfolio, with an estimated market value of $80K.

What does the chart on this LQDT ownership page compare?

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