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Equibles

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in ALLE — Allegion plc

CIK 1632972 PLYMOUTH, MN
Back to ALLE Full portfolio

Position in ALLE

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$10,200,838
+$361,654 QoQ
Shares Held
72,609
+7.2% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#127
of 731 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in ALLE Over Time

Shares Held

Position Value (USD)

Position in Security & Protection Services

Industrials · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $15,492,547 across 9 Security & Protection Services names. ALLE ranks #1 (65.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ALLE
Allegion plc
This page 		72,609 $10,200,838
2 ADT
ADT Inc.
 385,631 $2,506,601
3 MG
Mistras Group, Inc.
 45,011 $786,342
4 NSSC
Napco Security Technologies, Inc
 17,345 $658,763
5 MSA
MSA Safety Inc
 3,714 $648,390
6 BRC
Brady Corp
 4,028 $368,843
7 BCO
Brinks Co
 2,141 $202,303
8 EVLV
Evolv Technologies Holdings, Inc.
 11,310 $65,598

All Filings in ALLE

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,200,838 72,609
2026-03-31 $9,839,184 67,721
2025-12-31 $6,275,178 39,412
2025-09-30 $13,313,132 75,067
2025-06-30 $5,694,325 39,511
2025-03-31 $5,605,735 42,969
2024-12-31 $1,323,396 10,127
2024-09-30 $594,036 4,076
2024-06-30 $392,139 3,319
2024-03-31 $446,563 3,315
2023-12-31 $410,475 3,240
2023-09-30 $328,959 3,157
2020-03-31 $3,246,557 35,281