VXRT β€” VAXART INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  9 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported VAXART INC (VXRT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows VXRT 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 VXRT 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 VAXART 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2024 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 2025 Q3

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 VXRT β€” position size vs. price
% of Fund (quarterly)    VXRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 10,400 β€” 0% 0.00% $4K 2025-10-29 $0.35
2025 Q2 ADDED 10,400 +400 +4.0% 0.00% $4K 2025-07-10 $0.35
2025 Q1 REDUCED 10,000 -206 -2.0% 0.00% $4K 2025-04-16 $0.35
2024 Q4 UNCHANGED 10,206 β€” 0% 0.00% $9K 2025-01-10 $0.79
2024 Q3 UNCHANGED 10,206 β€” 0% 0.00% $9K 2024-10-24 $0.78
2024 Q2 UNCHANGED 10,206 β€” 0% 0.00% $7K 2024-07-16 $0.73
2024 Q1 UNCHANGED 10,206 β€” 0% 0.00% $13K 2024-04-15 $0.91
2023 Q4 REDUCED 10,206 -800 -7.3% 0.00% $6K 2024-01-30 $0.98
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VXRT

As of 2026 Q1 β€” sorted by position size

LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and VXRT

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 VXRT?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported VXRT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for VXRT was 0.00% in 2024 Q1.

What is the latest reported VXRT position on this page?

The most recent filing on this page is 2025 Q3, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 10,400 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this VXRT ownership page compare?

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