Avidian Wealth Enterprises, LLC: DVY position timeline

Avidian Wealth Enterprises, LLC held 15,949 DVY 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 15,949 shares

   Change vs previous 13F +2,241 shares

   0.07% of the 13F portfolio, value $2,425,327.

   13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
   Accepted 2026-10-08 14:22:16 UTC, ingested 2026-10-08 14:22:53 UTC

2. period ended2026-06-30

   13F 13,708 shares

   Change vs previous 13F +2,957 shares

   0.06% of the 13F portfolio, value $2,142,567.

   13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 10,751 shares

   Change vs previous 13F +8,637 shares

   0.05% of the 13F portfolio, value $1,627,798.

   13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 2,114 shares

   Change vs previous 13F +1 shares

   0.01% of the 13F portfolio, value $298,334.

   13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 2,113 shares

   Change vs previous 13F -279 shares

   0.01% of the 13F portfolio, value $300,238.

   13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 2,392 shares

   Change vs previous 13F +188 shares

   0.01% of the 13F portfolio, value $317,705.

   13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 2,204 shares

   Change vs previous 13F +118 shares

   0.01% of the 13F portfolio, value $295,952.

   13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 2,086 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $273,880.

   13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).