Wealth Enhancement Advisory Services
LRFC

Wealth Enhancement Advisory Services’s Logan Ridge Finance Corp LRFC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LRFC Stock Details LRFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-137,736
Closed -$2.6M – 3649
2025
Q2 		$2.6M Sell
137,736
-11,695
-8% -$213K ﹤0.01% 1224
2025
Q1 		$3.29M Hold
149,431
– – 0.01% 1004
2024
Q4 		$3.73M Sell
149,431
-11,704
-7% -$291K 0.01% 905
2024
Q3 		$4M Sell
161,135
-2,100
-1% -$47K 0.01% 801
2024
Q2 		$3.66M Sell
163,235
-7,733
-5% -$173K 0.01% 779
2024
Q1 		$3.85M Buy
170,968
+601
+0.4% +$13.6K 0.01% 736
2023
Q4 		$3.85M Buy
170,367
+5,482
+3% +$118K 0.01% 678
2023
Q3 		$3.42M Buy
+164,885
New +$3.5M 0.01% 674

Wealth Enhancement Advisory Services's LRFC Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Logan Ridge Finance Corp (LRFC) in Q3 2025, closing a stake of 137,736 shares — an estimated $2.6M sold.

Wealth Enhancement Advisory Services first reported a position in LRFC in Q3 2023 and held it in 8 quarters. The position peaked at $4M in Q3 2024. 0 funds tracked by Wall St. Rank hold LRFC as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Logan Ridge Finance Corp position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 137,736 Logan Ridge Finance Corp shares in Q3 2025, an estimated $2.6M.
  • Wealth Enhancement Advisory Services first reported a position in Logan Ridge Finance Corp in Q3 2023 and held it in 8 quarters.
  • Wealth Enhancement Advisory Services's Logan Ridge Finance Corp position peaked at $4M in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Logan Ridge Finance Corp as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.