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BCICBCIC
5 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in PORTMAN RIDGE FIN CORP

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 177,251 shares of BCIC (PORTMAN RIDGE FIN CORP), worth $1.2M as of 2026-Q3. The position was increased (+12.3% shares). BCIC represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$1.2M

Current Shares

177,251

Total Value Change

-$1.5M

Total Shares Change

-55,103

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
177,251
+12.3%
$1.2M0.0%$6.79
28
2026-Q2
Increased
157,910
+82.0%
$1.2M0.0%$7.02
39
2026-Q1
Decreased
86,753
-65.3%
$662,7930.0%$6.97
0
2025-Q4
Increased
250,085
+7.6%
$3M0.0%$10.55
28
2025-Q3
New
232,354
-
$2.7M0.0%$9.90
36

Other major holders of BCIC: UBS Group AG

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