WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CMRE — Costamare Inc.
CIK 1632972
PLYMOUTH, MN
Position in CMRE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$237,695
-$21,956 QoQ
Shares Held
16,954
+10.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#112
of 193 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CMRE Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $3,453,400 across 7 Marine Shipping names. CMRE ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
|
13,653 | $1,856,398 | |
| 2 | MATX |
Matson, Inc.
|
2,459 | $472,693 | |
| 3 | GSL |
Global Ship Lease, Inc.
|
8,160 | $306,816 | |
| 4 | SFL |
SFL Corp Ltd.
|
23,484 | $239,536 | |
| 5 | CMRE |
Costamare Inc.
This page
|
16,954 | $237,695 | |
| 6 | ASC |
Ardmore Shipping Corp
|
14,038 | $196,672 | |
| 7 | SB |
Safe Bulkers, Inc.
|
22,756 | $143,590 |
All Filings in CMRE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,695 | 16,954 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $259,651 | 15,364 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $249,529 | 15,803 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $149,732 | 12,572 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||