Position in DLX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$754,082
-$80,682 QoQ
Shares Held
31,578
+4.2% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 243 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in DLX Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $109,859,584 across 12 Conglomerates names. DLX ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
392,929 | $63,619,134 | |
| 2 | HON |
Honeywell International Inc
|
155,212 | $34,751,966 | |
| 3 | VMI |
Valmont Industries Inc
|
8,848 | $5,110,604 | |
| 4 | OTTR |
Otter Tail Corp
|
16,655 | $1,498,616 | |
| 5 | SEB |
Seaboard Corp /De/
|
223 | $995,545 | |
| 6 | FBYD |
Falcon's Beyond Global, Inc.
|
51,118 | $916,034 | |
| 7 | MATW |
Matthews International Corp
|
29,545 | $795,351 | |
| 8 | DLX |
Deluxe Corp
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|
31,578 | $754,082 |
All Filings in DLX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,082 | 31,578 | Shares | Sole | 2026-07-15 | |
| 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. | ||||||