Avidian Wealth Enterprises, LLC: DGRS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avidian Wealth Enterprises, LLC on DGRS, newest first. How the timeline and the estimate are built.
Avidian Wealth Enterprises, LLC held 7,657 DGRS shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 7,657 sharesChange vs previous 13F -1,208 shares
0.01% of the 13F portfolio, value $428,364.
13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
Accepted , ingested - period ended2026-06-3013F 8,865 sharesChange vs previous 13F -236 shares
0.01% of the 13F portfolio, value $526,157.
13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,101 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $481,956.
13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).