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Avidian Wealth Enterprises, LLC: DBEF position timeline

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

Avidian Wealth Enterprises, LLC held 54,126 DBEF 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 54,126 shares
    Change vs previous 13F +1,876 shares

    0.08% of the 13F portfolio, value $2,974,200.

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

  2. period ended2026-06-30
    13F 52,250 shares
    Change vs previous 13F +11,437 shares

    0.08% of the 13F portfolio, value $2,854,394.

    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 40,813 shares
    Change vs previous 13F +14,904 shares

    0.06% of the 13F portfolio, value $2,016,141.

    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 25,909 shares
    Change vs previous 13F -520 shares

    0.05% of the 13F portfolio, value $1,246,458.

    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 26,429 shares
    Change vs previous 13F -1,417 shares

    0.05% of the 13F portfolio, value $1,226,847.

    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 27,846 shares
    Change vs previous 13F -874 shares

    0.05% of the 13F portfolio, value $1,218,274.

    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 28,720 shares
    Change vs previous 13F -1,020 shares

    0.06% of the 13F portfolio, value $1,243,586.

    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 29,740 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,231,246.

    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).