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Disclosery

Avidian Wealth Enterprises, LLC: DGRW position timeline

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

Avidian Wealth Enterprises, LLC held 143,071 DGRW 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 143,071 shares
    Change vs previous 13F +3,325 shares

    0.39% of the 13F portfolio, value $13,912,212.

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

  2. period ended2026-06-30
    13F 139,746 shares
    Change vs previous 13F +4,492 shares

    0.37% of the 13F portfolio, value $13,362,500.

    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 135,254 shares
    Change vs previous 13F +6,935 shares

    0.38% of the 13F portfolio, value $11,880,725.

    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 128,319 shares
    Change vs previous 13F +1,447 shares

    0.42% of the 13F portfolio, value $11,475,530.

    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 126,872 shares
    Change vs previous 13F +8,917 shares

    0.43% of the 13F portfolio, value $11,286,525.

    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 117,955 shares
    Change vs previous 13F +2,553 shares

    0.4% of the 13F portfolio, value $9,877,576.

    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 115,402 shares
    Change vs previous 13F +482 shares

    0.41% of the 13F portfolio, value $9,215,966.

    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 114,920 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $9,300,504.

    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).