WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in EG — Everest Group, Ltd.
CIK 1632972
PLYMOUTH, MN
Position in EG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,217,945
+$1,484,177 QoQ
Shares Held
17,406
+20.2% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3
of 52 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0.9709295645179823.ToString("F0")%
Shared 0.ToString("F0")%
None 99.02907043548201.ToString("F0")%
Common Shares in EG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Reinsurance
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $28,466,951 across 5 Insurance - Reinsurance names. EG ranks #2 (21.8% of the industry book) .
All Filings in EG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,217,945 | 17,406 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,733,768 | 14,483 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,201,492 | 12,381 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,381,447 | 21,076 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,967,910 | 8,733 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,654,968 | 4,555 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,696,312 | 4,680 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,631,188 | 4,163 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $871,011 | 2,286 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,896,870 | 4,772 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $639,272 | 1,808 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $669,377 | 1,801 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $5,555,990 | 19,823 | Shares | Sole | 2022-07-18 | |
| 2020-03-31 | $901,295 | 4,684 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||