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Avidian Wealth Enterprises, LLC: BBCA position timeline

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

Avidian Wealth Enterprises, LLC held 8,133 BBCA 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 8,133 shares
    Change vs previous 13F +32 shares

    0.02% of the 13F portfolio, value $816,262.

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

  2. period ended2026-06-30
    13F 8,101 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $805,259.

    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 8,065 shares
    Change vs previous 13F -206 shares

    0.02% of the 13F portfolio, value $758,619.

    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 8,271 shares
    Change vs previous 13F +52 shares

    0.03% of the 13F portfolio, value $769,210.

    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 8,219 shares
    Change vs previous 13F +39 shares

    0.03% of the 13F portfolio, value $716,974.

    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 8,180 shares
    Change vs previous 13F -150 shares

    0.03% of the 13F portfolio, value $660,141.

    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 8,330 shares
    Change vs previous 13F -57 shares

    0.03% of the 13F portfolio, value $596,119.

    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 8,387 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $592,037.

    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).