Form 13-F position report

ELBIT SYSTEMS LTD

Reported by WEALTH ENHANCEMENT ADVISORY SERVICES LLC

ESLT CUSIP M3760D101 Manager CIK 0001632972

Reported 53,378 shares, up 1,562 (3.0%) from the prior quarter.

Reported value -13.4%; share count 3.0% vs. the prior quarter.

Added
% of reported 13F value 0.02% This manager · Q2 2024
Shares 53,378 Quarter-end amount reported
Reported value $9,428,156 Fair value at quarter end
Consecutive quarters held 2 Through Q2 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-03-31 10893278
2024-06-30 9428156
2024-09-30 10799393
2024-12-31 13832571
2025-03-31 17498538
2025-06-30 17569976
2025-09-30 16811552
2025-12-31 15639143
2026-03-31 7808054
2026-06-30 6872342
2026-09-30 7072523

Quarterly position history

How this manager's reported quarter-end position changed over time.

11 quarters
Quarterly reported position history for ELBIT SYSTEMS LTD held by WEALTH ENHANCEMENT ADVISORY SERVICES LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 10,634 +1,493 (16.3%) 0.01% $7,072,523 2026-10-13
Q2 2026 Added 9,141 +358 (4.1%) 0.01% $6,872,342 2026-07-15
Q1 2026 Reduced 8,783 -15,652 (-64.1%) 0.02% $7,808,054 2026-04-08
Q4 2025 Reduced 24,435 -7,864 (-24.3%) 0.02% $15,639,143 2026-01-08
Q3 2025 Reduced 32,299 -7,246 (-18.3%) 0.03% $16,811,552 2025-10-29
Q2 2025 Reduced 39,545 -6,063 (-13.3%) 0.03% $17,569,976 2025-07-10
Q1 2025 Reduced 45,608 -7,991 (-14.9%) 0.03% $17,498,538 2025-04-16
Q4 2024 Reduced 53,599 -372 (-0.7%) 0.03% $13,832,571 2025-01-10
Q3 2024 Added 53,971 +593 (1.1%) 0.02% $10,799,393 2024-10-24
Q2 2024 Added 53,378 +1,562 (3.0%) 0.02% $9,428,156 2024-07-16
Q1 2024 New 51,816 +51,816 (0.0%) 0.03% $10,893,278 2024-04-15

Who else reported the position

191 managers reported ELBIT SYSTEMS LTD for Q2 2024.

Managers reporting ELBIT SYSTEMS LTD in Q2 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Clal Insurance Enterprises Holdings Ltd Reduced 1,483,116 -48,849 2.74% $262,079,000 39 qtrs
Altshuler Shaham Ltd Added 912,307 +18,014 5.49% $161,176,664 9 qtrs
VANGUARD GROUP INC Added 849,798 +19,293 < 0.01% $150,099,821 38 qtrs
1832 Asset Management L P Reduced 641,673 -488,527 0.09% $113,338,702 8 qtrs
Y D More Investments Ltd Added 403,742 +402,512 7.28% $71,328,778 4 qtrs
Invesco Ltd Added 285,569 +15,490 0.01% $50,440,053 45 qtrs
MEITAV DASH INVESTMENTS LTD Added 238,396 +27,851 0.75% $42,116,707 26 qtrs
Heard Capital LLC Added 208,322 +30,637 2.24% $36,795,914 3 qtrs
The Goldman Sachs Group Inc Added 177,670 +55,084 < 0.01% $31,381,852 45 qtrs
JPMorgan Chase & Co Added 152,089 +75,522 < 0.01% $26,863,480 45 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2024
Filed
July 16, 2024
Filing type
13F-HR
Position type
ORD

Voting authority reported

Sole
0
Shared
0
None
53,378

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.