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Disclosery

Avidian Wealth Enterprises, LLC: ARCC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avidian Wealth Enterprises, LLC on ARCC, newest first. How the timeline and the estimate are built.

Avidian Wealth Enterprises, LLC held 100,778 ARCC shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 100,778 shares
    Change vs previous 13F +40,211 shares

    0.05% of the 13F portfolio, value $1,924,856.

    13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 60,567 shares
    Change vs previous 13F +7,004 shares

    0.03% of the 13F portfolio, value $1,122,314.

    13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 53,563 shares
    Change vs previous 13F +24,649 shares

    0.03% of the 13F portfolio, value $965,201.

    13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 28,914 shares
    Change vs previous 13F +17,148 shares

    0.02% of the 13F portfolio, value $584,920.

    13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 11,766 shares
    Change vs previous 13F +11,766 shares

    0.01% of the 13F portfolio, value $240,141.

    13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -9,853 shares

    13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2025-03-31
    13F 9,853 shares
    Change vs previous 13F +207 shares

    0.01% of the 13F portfolio, value $218,346.

    13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 9,646 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $211,148.

    13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).