WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in FPH — Five Point Holdings, LLC
CIK 1632972
PLYMOUTH, MN
Position in FPH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$77,279
+$5,280 QoQ
Shares Held
14,664
-1.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 14 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FPH Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,846,018 across 4 Real Estate - Development names. FPH ranks #4 (4.2% of the industry book) .
All Filings in FPH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,279 | 14,664 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $71,999 | 14,876 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $82,513 | 14,761 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $90,423 | 14,751 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $80,723 | 14,677 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||