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Disclosery

Avidian Wealth Enterprises, LLC: BAI position timeline

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

Avidian Wealth Enterprises, LLC held 20,945 BAI 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 20,945 shares
    Change vs previous 13F -31,065 shares

    0.03% of the 13F portfolio, value $988,394.

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

  2. period ended2026-06-30
    13F 52,010 shares
    Change vs previous 13F -9,589 shares

    0.08% of the 13F portfolio, value $2,741,964.

    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 61,599 shares
    Change vs previous 13F +288 shares

    0.06% of the 13F portfolio, value $2,029,689.

    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 61,311 shares
    Change vs previous 13F -4,218 shares

    0.07% of the 13F portfolio, value $2,041,656.

    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 65,529 shares
    Change vs previous 13F +41,760 shares

    0.08% of the 13F portfolio, value $2,238,473.

    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 23,769 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $685,738.

    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).