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Disclosery

Avidian Wealth Enterprises, LLC: DRI position timeline

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

Avidian Wealth Enterprises, LLC held 2,227 DRI 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 2,227 shares
    Change vs previous 13F +87 shares

    0.01% of the 13F portfolio, value $430,308.

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

  2. period ended2026-06-30
    13F 2,140 shares
    Change vs previous 13F +42 shares

    0.01% of the 13F portfolio, value $440,859.

    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 2,098 shares
    Change vs previous 13F +360 shares

    0.01% of the 13F portfolio, value $411,273.

    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 1,738 shares
    Change vs previous 13F +91 shares

    0.01% of the 13F portfolio, value $319,746.

    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 1,647 shares
    Change vs previous 13F +107 shares

    0.01% of the 13F portfolio, value $313,609.

    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 1,540 shares
    Change vs previous 13F +54 shares

    0.01% of the 13F portfolio, value $335,648.

    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 1,486 shares
    Change vs previous 13F +41 shares

    0.01% of the 13F portfolio, value $308,704.

    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 1,445 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $269,786.

    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).