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Disclosery

Avidian Wealth Enterprises, LLC: AVGO position timeline

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

Avidian Wealth Enterprises, LLC held 66,179 AVGO 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 66,179 shares
    Change vs previous 13F +4,115 shares

    0.65% of the 13F portfolio, value $23,241,451.

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

  2. period ended2026-06-30
    13F 62,064 shares
    Change vs previous 13F +1,814 shares

    0.65% of the 13F portfolio, value $23,444,643.

    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 60,250 shares
    Change vs previous 13F +33,509 shares

    0.59% of the 13F portfolio, value $18,648,038.

    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 26,741 shares
    Change vs previous 13F +695 shares

    0.34% of the 13F portfolio, value $9,255,204.

    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 26,046 shares
    Change vs previous 13F +2,196 shares

    0.32% of the 13F portfolio, value $8,592,996.

    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 23,850 shares
    Change vs previous 13F -622 shares

    0.27% of the 13F portfolio, value $6,574,232.

    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).

  7. period ended2025-03-31
    13F 24,472 shares
    Change vs previous 13F +954 shares

    0.18% of the 13F portfolio, value $4,097,414.

    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 23,518 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,452,502.

    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).