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Disclosery

Avidian Wealth Enterprises, LLC: CB position timeline

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

Avidian Wealth Enterprises, LLC held 2,326 CB 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 2,326 shares
    Change vs previous 13F +260 shares

    0.02% of the 13F portfolio, value $756,639.

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

  2. period ended2026-06-30
    13F 2,066 shares
    Change vs previous 13F +209 shares

    0.02% of the 13F portfolio, value $704,093.

    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 1,857 shares
    Change vs previous 13F +148 shares

    0.02% of the 13F portfolio, value $605,404.

    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 1,709 shares
    Change vs previous 13F -31 shares

    0.02% of the 13F portfolio, value $533,522.

    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 1,740 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $491,210.

    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 1,733 shares
    Change vs previous 13F +85 shares

    0.02% of the 13F portfolio, value $502,104.

    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 1,648 shares
    Change vs previous 13F +106 shares

    0.02% of the 13F portfolio, value $497,640.

    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 1,542 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $425,978.

    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).