Position in KEX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,856,398
+$768,909 QoQ
Shares Held
13,653
+66.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#186
of 464 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $3,453,400 across 7 Marine Shipping names. KEX ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
13,653 | $1,856,398 | |
| 2 | MATX |
Matson, Inc.
|
2,459 | $472,693 | |
| 3 | GSL |
Global Ship Lease, Inc.
|
8,160 | $306,816 | |
| 4 | SFL |
SFL Corp Ltd.
|
23,484 | $239,536 | |
| 5 | CMRE |
Costamare Inc.
|
16,954 | $237,695 | |
| 6 | ASC |
Ardmore Shipping Corp
|
14,038 | $196,672 | |
| 7 | SB |
Safe Bulkers, Inc.
|
22,756 | $143,590 |
All Filings in KEX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,856,398 | 13,653 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,087,489 | 8,184 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $659,537 | 5,986 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $402,813 | 4,827 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,296,729 | 11,434 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $791,615 | 7,837 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $270,848 | 2,560 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $309,992 | 2,532 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $224,733 | 1,877 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||