WEALTH ENHANCEMENT ADVISORY SERVICES, LLC DRLL — EA SERIES TRUST

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  4 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported EA SERIES TRUST (DRLL) in 4 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows DRLL 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 DRLL 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 EA SERIES TRUST, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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.

How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held DRLL — position size vs. price
% of Fund (quarterly)    DRLL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 4,783 -2,304 -32.5% 0.00% $204K 2026-10-13 $44.13
2025 Q4 ADDED — — — 7,087 +52 +0.7% 0.00% $205K 2026-01-08 $29.14
2024 Q2 ADDED — — — 7,035 +5 +0.1% 0.00% $211K 2024-07-16 $28.59
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and DRLL

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 DRLL?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported DRLL across 3 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for DRLL was 0.00% in 2024 Q2.

What is the latest reported DRLL position on this page?

The most recent filing on this page is 2026 Q3, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 4,783 shares, equal to 0.00% of portfolio, with an estimated market value of $204K.

What does the chart on this DRLL ownership page compare?

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

Based on 13F filing dates vs. subsequent DRLL price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 2 out of 3 reported position changes (67%).

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