PAAS — PAN AMERN SILVER CORP

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  11 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported PAN AMERN SILVER CORP (PAAS) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows PAAS 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 PAAS 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 PAN AMERN SILVER 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
2026 Q1

PAAS 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
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.

PAAS stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held PAAS — position size vs. price
% of Fund (quarterly)    PAAS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 37,470 -168 -0.4% 0.00% $2.1M 2026-04-08 $57.37
2025 Q4 REDUCED 37,638 -5,805 -13.4% 0.00% $2.1M 2026-01-08 $52.95
2025 Q3 REDUCED 43,443 -697 -1.6% 0.00% $1.7M 2025-10-29 $35.00
2025 Q2 ADDED 44,140 +16,723 +61.0% 0.00% $1.3M 2025-07-10 $29.26
2025 Q1 ADDED 27,417 +14,597 +113.9% 0.00% $708K 2025-04-16 $27.83
2024 Q4 UNCHANGED 12,820 — 0% 0.00% $268K 2025-01-10 $21.09
2024 Q3 REDUCED 12,820 -132 -1.0% 0.00% $268K 2024-10-24 $24.96
2024 Q2 REDUCED 12,952 -307 -2.3% 0.00% $257K 2024-07-16 $23.68
2024 Q1 REDUCED 13,259 -22 -0.2% 0.00% $200K 2024-04-15 $18.61
2023 Q4 REDUCED 13,281 -2,354 -15.1% 0.00% $217K 2024-01-30 $13.15
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PAAS

As of 2026 Q1 — sorted by position size

Marex Group plc 0.54% E Fund Management (Hong Kong) Co., Ltd. 3Y 0.38% Post Resch Tallon Group Inc. 0.26% Byrne Asset Management LLC 3Y 0.17% Comprehensive Financial Planning, Inc./PA 0.05% SIGNATUREFD, LLC 3Y 7Y 0.01% BURKETT FINANCIAL SERVICES, LLC 0.01% Wealth Enhancement Trust Services, Inc. 0.01% Rosenberg Matthew Hamilton 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and PAAS

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 PAAS?

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

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

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

What is the latest reported PAAS position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 37,470 shares, equal to 0.00% of portfolio, with an estimated market value of $2.1M.

What does the chart on this PAAS ownership page compare?

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