WEALTH ENHANCEMENT ADVISORY SERVICES, LLC TBLA — TABOOLA.COM LTD

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

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported TABOOLA.COM LTD (TBLA) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows TBLA 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 TBLA 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 TABOOLA.COM LTD, 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

TBLA 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.

TBLA stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held TBLA — position size vs. price
% of Fund (quarterly)    TBLA 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 — — — 55,712 -7,862 -12.4% 0.00% $179K 2026-04-08 $3.37
2025 Q4 ADDED — — — 63,574 +8,886 +16.2% 0.00% $273K 2026-01-08 $4.27
2025 Q3 REDUCED — — — 54,688 -902 -1.6% 0.00% $176K 2025-10-29 $3.47
2025 Q2 ADDED — — — 55,590 +14,290 +34.6% 0.00% $205K 2025-07-10 $3.68
2025 Q1 ADDED — — — 41,300 +8,909 +27.5% 0.00% $122K 2025-04-16 $2.75
2024 Q4 UNCHANGED — — — 32,391 — 0% 0.00% $109K 2025-01-10 $3.54
2024 Q3 ADDED — — — 32,391 +1,296 +4.2% 0.00% $109K 2024-10-24 $3.61
2024 Q2 REDUCED — — — 31,095 -23 -0.1% 0.00% $107K 2024-07-16 $3.46
2024 Q1 REDUCED — — — 31,118 -92 -0.3% 0.00% $138K 2024-04-15 $3.96
2023 Q4 INITIATED — — — 31,210 — — 0.00% $135K 2024-01-30 $4.87

🏢 Other funds also holding TBLA

As of 2026 Q1 — sorted by position size

Yelin Lapidot Holdings Management Ltd. 0.5% Inspire Investing, LLC 3Y 7Y 0.13% Intellectus Partners, LLC 3Y 7Y 0.11% ALTERNA WEALTH MANAGEMENT, INC 3Y 7Y 0.07% R Squared Ltd 0.07% Williams & Novak, LLC 0.05% Quent Capital, LLC 3Y 0.05% Counterpoint Mutual Funds LLC 3Y 0.05% Davidson Kahn Capital Management, LLC 0.04% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.01%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and TBLA

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 TBLA?

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

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

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

What is the latest reported TBLA position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 55,712 shares, equal to 0.00% of portfolio, with an estimated market value of $179K.

What does the chart on this TBLA ownership page compare?

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

Based on 13F filing dates vs. subsequent TBLA price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 2 out of 8 reported position changes (25%).

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