WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in FSV — FirstService Corp
CIK 1632972
PLYMOUTH, MN
Position in FSV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$359,396
-$77,153 QoQ
Shares Held
2,529
-19.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 24 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSV Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $18,439,000 across 13 Real Estate Services names. FSV ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
68,006 | $9,159,728 | |
| 2 | CSGP |
Costar Group, Inc.
|
123,138 | $3,487,268 | |
| 3 | COMP |
Compass, Inc.
|
144,787 | $1,785,223 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
5,025 | $1,557,498 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
109,470 | $505,751 | |
| 6 | NMRK |
Newmark Group, Inc.
|
31,479 | $475,647 | |
| 7 | MMI |
Marcus & Millichap, Inc.
|
14,901 | $464,464 | |
| 8 | FSV |
FirstService Corp
This page
|
2,529 | $359,396 |
All Filings in FSV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,396 | 2,529 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $436,549 | 3,142 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $364,562 | 2,344 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $428,221 | 2,248 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $406,689 | 2,329 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $406,909 | 2,452 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $398,968 | 2,204 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $405,791 | 2,224 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $218,955 | 1,437 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||