USAR β€” USA RARE EARTH INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  2 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported USA RARE EARTH INC (USAR) in 2 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows USAR 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 USAR 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 USA RARE EARTH 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

USAR 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.

How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held USAR β€” position size vs. price
% of Fund (quarterly)    USAR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 23,755 +13,721 +136.7% 0.00% $378K 2026-04-08 $16.78
2025 Q3 INITIATED 10,034 β€” β€” 0.00% $284K 2025-10-29 $20.10

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and USAR

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 USAR?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported USAR across 2 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

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

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

What is the latest reported USAR position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 23,755 shares, equal to 0.00% of portfolio, with an estimated market value of $378K.

What does the chart on this USAR ownership page compare?

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