Position in AVT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,636,444
+$930,556 QoQ
Shares Held
29,683
+7.2% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 40 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 3.4834753899538455.ToString("F0")%
Shared 0.ToString("F0")%
None 96.51652461004615.ToString("F0")%
Common Shares in AVT Over Time
Shares Held
Position Value (USD)
Position in Electronics & Computer Distribution
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $20,670,924 across 6 Electronics & Computer Distribution names. AVT ranks #3 (12.8% of the industry book) .
All Filings in AVT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,636,444 | 29,683 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,705,888 | 27,684 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,294,121 | 26,916 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,276,991 | 24,426 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,070,782 | 20,173 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $776,172 | 16,140 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $888,864 | 16,989 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $971,986 | 17,897 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $220,480 | 4,282 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||