WEALTH ENHANCEMENT ADVISORY SERVICES, LLC DORM — DORMAN PRODS INC

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

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported DORMAN PRODS INC (DORM) in 10 quarterly 13F filings from 2024 Q3 through 2026 Q3. The latest visible filing shows DORM 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 DORM 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 DORMAN PRODS 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 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.

DORM stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held DORM — position size vs. price
% of Fund (quarterly)    DORM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 2,625 +56 +2.2% 0.00% $319K 2026-10-13 $123.34
2026 Q2 ADDED — — — 2,569 +372 +16.9% 0.00% $356K 2026-07-15 $137.55
2026 Q1 REDUCED 12.6% +27.0% ❌ 2,197 -318 -12.6% 0.00% $222K 2026-04-08 $106.20
2025 Q4 REDUCED — — — 2,515 -114 -4.3% 0.00% $315K 2026-01-08 $128.33
2025 Q3 ADDED — — — 2,629 +192 +7.9% 0.00% $376K 2025-10-29 $133.53
2025 Q2 REDUCED — — — 2,437 -32 -1.3% 0.00% $312K 2025-07-10 $125.19
2025 Q1 ADDED — — — 2,469 +222 +9.9% 0.00% $298K 2025-04-16 $111.67
2024 Q4 ADDED — — — 2,247 +25 +1.1% 0.00% $254K 2025-01-10 $121.75
2024 Q3 ADDED — — — 2,222 +116 +5.5% 0.00% $251K 2024-10-24 $114.15
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DORM

As of 2026 Q3 — sorted by position size

REINHART PARTNERS, LLC. 3Y 7Y 2.08% Schorn Wealth LLC 3Y 0.08% GHP Investment Advisors, Inc. 3Y 7Y 0.07% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.04% State of Alaska, Department of Revenue 3Y 7Y 0.01% NFSG Corp 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.0% MJT & Associates Financial Advisory Group, Inc. 0.0% Fortitude Family Office, LLC 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and DORM

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 DORM?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported DORM across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

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

The largest reported portfolio weight for DORM was 0.00% in 2026 Q2.

What is the latest reported DORM position on this page?

The most recent filing on this page is 2026 Q3, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 2,625 shares, equal to 0.00% of portfolio, with an estimated market value of $319K.

What does the chart on this DORM ownership page compare?

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

Based on 13F filing dates vs. subsequent DORM price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on DORM relative to SPY over the holding period was +128.0%.

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