Wealth Enhancement Advisory Services
BVFL icon

Wealth Enhancement Advisory Services’s BV Financial BVFL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BVFL Stock Details BVFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$324K Buy
+15,007
New +$319K ﹤0.01% 3270

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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
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Farther Finance Advisors
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FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's BVFL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in BV Financial (BVFL) in Q3 2026: 15,007 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #3270 among its holdings.

9 funds tracked by Wall St. Rank hold BVFL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 15,007 shares of BV Financial worth $324K as of Q3 2026.
  • BV Financial was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • BV Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3270 holding.
  • 9 funds tracked by Wall St. Rank held BV Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.