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Avidian Wealth Enterprises, LLC: BP position timeline

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

Avidian Wealth Enterprises, LLC held 32,110 BP 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 32,110 shares
    Change vs previous 13F +411 shares

    0.04% of the 13F portfolio, value $1,412,520.

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

  2. period ended2026-06-30
    13F 31,699 shares
    Change vs previous 13F +1,701 shares

    0.03% of the 13F portfolio, value $1,171,278.

    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 29,998 shares
    Change vs previous 13F +2,449 shares

    0.04% of the 13F portfolio, value $1,409,909.

    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 27,549 shares
    Change vs previous 13F -1,095 shares

    0.03% of the 13F portfolio, value $956,783.

    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 28,644 shares
    Change vs previous 13F +1,620 shares

    0.04% of the 13F portfolio, value $987,061.

    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 27,024 shares
    Change vs previous 13F -17,233 shares

    0.03% of the 13F portfolio, value $808,833.

    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 44,257 shares
    Change vs previous 13F +15,313 shares

    0.07% of the 13F portfolio, value $1,495,438.

    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 28,944 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $855,573.

    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).