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Disclosery

Avidian Wealth Enterprises, LLC: BSV position timeline

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

Avidian Wealth Enterprises, LLC held 40,738 BSV 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 40,738 shares
    Change vs previous 13F +5,481 shares

    0.09% of the 13F portfolio, value $3,112,404.

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

  2. period ended2026-06-30
    13F 35,257 shares
    Change vs previous 13F +9,143 shares

    0.08% of the 13F portfolio, value $2,746,866.

    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 26,114 shares
    Change vs previous 13F +6,710 shares

    0.06% of the 13F portfolio, value $2,047,607.

    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 19,404 shares
    Change vs previous 13F -1,670 shares

    0.06% of the 13F portfolio, value $1,529,223.

    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 21,074 shares
    Change vs previous 13F +1,757 shares

    0.06% of the 13F portfolio, value $1,662,987.

    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 19,317 shares
    Change vs previous 13F +395 shares

    0.06% of the 13F portfolio, value $1,520,267.

    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 18,922 shares
    Change vs previous 13F +47 shares

    0.07% of the 13F portfolio, value $1,481,206.

    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 18,875 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,458,487.

    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).