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Disclosery

Avidian Wealth Enterprises, LLC: DOL position timeline

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

Avidian Wealth Enterprises, LLC held 104,889 DOL 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 104,889 shares
    Change vs previous 13F -7,655 shares

    0.22% of the 13F portfolio, value $7,794,091.

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

  2. period ended2026-06-30
    13F 112,544 shares
    Change vs previous 13F +1,619 shares

    0.23% of the 13F portfolio, value $8,369,282.

    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 110,925 shares
    Change vs previous 13F -10,868 shares

    0.24% of the 13F portfolio, value $7,541,409.

    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 121,793 shares
    Change vs previous 13F +735 shares

    0.29% of the 13F portfolio, value $8,020,060.

    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 121,058 shares
    Change vs previous 13F -390 shares

    0.28% of the 13F portfolio, value $7,536,418.

    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 121,448 shares
    Change vs previous 13F +3,241 shares

    0.29% of the 13F portfolio, value $7,234,268.

    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 118,207 shares
    Change vs previous 13F +51 shares

    0.29% of the 13F portfolio, value $6,509,651.

    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 118,156 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,841,625.

    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).