Position in DLX
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$834,764
+$294,981 QoQ
Shares Held
30,311
+25.4% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 3.266141004915707.ToString("F0")%
Shared 0.ToString("F0")%
None 96.73385899508429.ToString("F0")%
Common Shares in DLX Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $125,819,193 across 12 Conglomerates names. DLX ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
279,752 | $63,232,344 | |
| 2 | MMM |
3M Co
|
374,879 | $54,443,677 | |
| 3 | VMI |
Valmont Industries Inc
|
7,733 | $3,089,874 | |
| 4 | OTTR |
Otter Tail Corp
|
15,833 | $1,389,662 | |
| 5 | DLX |
Deluxe Corp
This page
|
30,311 | $834,764 | |
| 6 | MATW |
Matthews International Corp
|
29,163 | $752,988 | |
| 7 | FBYD |
Falcon's Beyond Global, Inc.
|
51,032 | $719,551 | |
| 8 | GHC |
Graham Holdings Co
|
455 | $481,053 |
All Filings in DLX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $834,764 | 30,311 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $539,783 | 24,173 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $488,162 | 25,215 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $302,751 | 19,029 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||