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Avidian Wealth Enterprises, LLC: COP position timeline

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

Avidian Wealth Enterprises, LLC held 21,156 COP 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 21,156 shares
    Change vs previous 13F +581 shares

    0.07% of the 13F portfolio, value $2,647,614.

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

  2. period ended2026-06-30
    13F 20,575 shares
    Change vs previous 13F +23 shares

    0.06% of the 13F portfolio, value $2,139,024.

    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 20,552 shares
    Change vs previous 13F +93 shares

    0.09% of the 13F portfolio, value $2,712,808.

    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 20,459 shares
    Change vs previous 13F -373 shares

    0.07% of the 13F portfolio, value $1,915,132.

    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 20,832 shares
    Change vs previous 13F +459 shares

    0.07% of the 13F portfolio, value $1,970,464.

    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 20,373 shares
    Change vs previous 13F +1,544 shares

    0.07% of the 13F portfolio, value $1,828,238.

    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 18,829 shares
    Change vs previous 13F +1,308 shares

    0.09% of the 13F portfolio, value $1,977,407.

    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 17,521 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,737,551.

    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).