Position in P
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,398,688
+$1,312,491 QoQ
Shares Held
55,828
+6.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 131 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in P Over Time
Shares Held
Position Value (USD)
Derivatives in P
reported options exposure · as of Dec 31, 2024CallValue
$835,448
CallShares
13,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Computer Hardware
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $486,334,953 across 17 Computer Hardware names. P ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
84,847 | $192,919,169 | |
| 2 | WDC |
Western Digital Corp
|
231,211 | $147,679,089 | |
| 3 | ANET |
Arista Networks, Inc.
|
288,899 | $49,078,162 | |
| 4 | DELL |
Dell Technologies Inc.
|
107,087 | $46,203,757 | |
| 5 | STX |
Seagate Technology Holdings plc
|
31,530 | $30,426,450 | |
| 6 | HPQ |
Hp Inc
|
343,139 | $7,528,469 | |
| 7 | P |
Everpure, Inc.
This page
|
55,828 | $4,398,688 | |
| 8 | IONQ |
IonQ, Inc.
|
47,204 | $2,514,085 |
All Filings in P
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,398,688 | 55,828 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,086,197 | 52,273 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,912,723 | 43,467 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,379,470 | 40,323 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,789,701 | 31,082 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,191,748 | 26,920 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $835,448 | 13,600 | Call | Sole | 2025-03-17 | |
| 2024-12-31 | $930,480 | 15,147 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $608,155 | 12,105 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $768,850 | 11,974 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $314,851 | 6,056 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||