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Avidian Wealth Enterprises, LLC: BBJP position timeline

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

Avidian Wealth Enterprises, LLC held 146,725 BBJP 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 146,725 shares
    Change vs previous 13F -10,216 shares

    0.32% of the 13F portfolio, value $11,517,924.

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

  2. period ended2026-06-30
    13F 156,941 shares
    Change vs previous 13F +2,081 shares

    0.33% of the 13F portfolio, value $11,819,259.

    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 154,860 shares
    Change vs previous 13F -58,561 shares

    0.34% of the 13F portfolio, value $10,671,424.

    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 213,421 shares
    Change vs previous 13F +7,779 shares

    0.51% of the 13F portfolio, value $14,066,597.

    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 205,642 shares
    Change vs previous 13F +1,136 shares

    0.51% of the 13F portfolio, value $13,638,210.

    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 204,506 shares
    Change vs previous 13F +1,131 shares

    0.51% of the 13F portfolio, value $12,634,392.

    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 203,375 shares
    Change vs previous 13F +3,907 shares

    0.51% of the 13F portfolio, value $11,415,458.

    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 199,468 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $10,948,817.

    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).