Position in RS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,743,098
+$926,064 QoQ
Shares Held
10,019
+8.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#213
of 681 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $22,638,807 across 6 Steel names. RS ranks #3 (16.5% of the industry book) .
All Filings in RS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,743,098 | 10,019 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,817,034 | 9,269 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,189,277 | 4,117 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,178,924 | 4,198 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $15,778,497 | 50,266 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,901,526 | 34,291 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,649,407 | 28,409 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $3,060,420 | 10,582 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,068,086 | 14,244 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,426,013 | 10,252 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,078,437 | 11,007 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,088,924 | 7,966 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,448,927 | 9,017 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,542,239 | 9,902 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,244,601 | 6,148 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||