WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in FORR — Forrester Research, Inc.
CIK 1632972
PLYMOUTH, MN
Position in FORR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$114,729
New position
Shares Held
13,642
first reported quarter
Ownership
0.072%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 98 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 3%
Shared 0%
None 97%
Position in Consulting Services
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $16,336,757 across 9 Consulting Services names. FORR ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
45,796 | $7,268,741 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
25,988 | $4,665,625 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
27,245 | $1,652,954 | |
| 4 | ICFI |
ICF International, Inc.
|
16,647 | $1,212,900 | |
| 5 | FCN |
Fti Consulting, Inc
|
3,984 | $593,655 | |
| 6 | CRAI |
Cra International, Inc.
|
2,804 | $399,009 | |
| 7 | HURN |
Huron Consulting Group Inc.
|
3,967 | $357,664 | |
| 8 | FORR |
Forrester Research, Inc.
This page
|
13,642 | $114,729 |
All Filings in FORR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,729 | 13,642 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||