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Avidian Wealth Enterprises, LLC: CEG position timeline

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

Avidian Wealth Enterprises, LLC held 1,653 CEG 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 1,653 shares
    Change vs previous 13F +378 shares

    0.01% of the 13F portfolio, value $419,870.

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

  2. period ended2026-06-30
    13F 1,275 shares
    Change vs previous 13F +80 shares

    0.01% of the 13F portfolio, value $316,574.

    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 1,195 shares
    Change vs previous 13F +352 shares

    0.01% of the 13F portfolio, value $333,838.

    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 843 shares
    Change vs previous 13F +113 shares

    0.01% of the 13F portfolio, value $297,932.

    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 730 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $240,226.

    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).