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Disclosery

Avidian Wealth Enterprises, LLC: AVLV position timeline

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

Avidian Wealth Enterprises, LLC held 217,738 AVLV 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 217,738 shares
    Change vs previous 13F +217,738 shares

    0.55% of the 13F portfolio, value $19,692,268.

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -7,700 shares

    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).

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

  3. period ended2024-12-31
    13F 7,700 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $514,129.

    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).