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Avidian Wealth Enterprises, LLC: CRM position timeline

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

Avidian Wealth Enterprises, LLC held 7,537 CRM 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 7,537 shares
    Change vs previous 13F +1,474 shares

    0.05% of the 13F portfolio, value $1,730,334.

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

  2. period ended2026-06-30
    13F 6,063 shares
    Change vs previous 13F -260 shares

    0.03% of the 13F portfolio, value $949,800.

    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 6,323 shares
    Change vs previous 13F +4,023 shares

    0.04% of the 13F portfolio, value $1,180,330.

    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 2,300 shares
    Change vs previous 13F -13 shares

    0.02% of the 13F portfolio, value $609,336.

    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 2,313 shares
    Change vs previous 13F +88 shares

    0.02% of the 13F portfolio, value $548,202.

    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 2,225 shares
    Change vs previous 13F -63 shares

    0.02% of the 13F portfolio, value $606,665.

    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 2,288 shares
    Change vs previous 13F -244 shares

    0.03% of the 13F portfolio, value $614,106.

    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 2,532 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $846,360.

    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).