LRFC β€” LOGAN RIDGE FINANCE CORP

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

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported LOGAN RIDGE FINANCE CORP (LRFC) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows LRFC 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 LRFC 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 LOGAN RIDGE FINANCE 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 Q2

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

High-water mark
Peak Conviction
0.01% 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 2025 Q2

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.

LRFC stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held LRFC β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 137,736 -11,695 -7.8% 0.00% $2.6M 2025-07-10 β€”
2025 Q1 REDUCED 149,431 -11,704 -7.3% 0.01% $3.3M 2025-04-16 β€”
2024 Q4 UNCHANGED 161,135 β€” 0% 0.01% $4.0M 2025-01-10 β€”
2024 Q3 REDUCED 161,135 -2,100 -1.3% 0.01% $4.0M 2024-10-24 β€”
2024 Q2 REDUCED 163,235 -7,733 -4.5% 0.01% $3.7M 2024-07-16 β€”
2024 Q1 ADDED 170,968 +601 +0.4% 0.01% $3.8M 2024-04-15 β€”
2023 Q4 ADDED 170,367 +5,482 +3.3% 0.01% $3.9M 2024-01-30 β€”
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LRFC

As of 2025 Q2 β€” sorted by position size

Bulldog Investors, LLP 3Y 7Y 1.12% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.27% Almitas Capital LLC 3Y 7Y 0.15% Laurel Wealth Advisors LLC 3Y 7Y 0.07% CSS LLC/IL 3Y 7Y 0.04% Dakota Wealth Management 3Y 7Y 0.01% CITADEL ADVISORS LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% JPMORGAN CHASE & CO 3Y 7Y 0.0% RAYMOND JAMES FINANCIAL INC 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and LRFC

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 LRFC?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported LRFC across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

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

The largest reported portfolio weight for LRFC was 0.01% in 2023 Q4.

What is the latest reported LRFC position on this page?

The most recent filing on this page is 2025 Q2, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 137,736 shares, equal to 0.00% of portfolio, with an estimated market value of $2.6M.

What does the chart on this LRFC ownership page compare?

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