Avidian Wealth Enterprises, LLC: ED position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avidian Wealth Enterprises, LLC on ED, newest first. How the timeline and the estimate are built.
Avidian Wealth Enterprises, LLC held 11,170 ED shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 11,170 sharesChange vs previous 13F -142 shares
0.03% of the 13F portfolio, value $1,141,667.
13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
Accepted , ingested - period ended2026-06-3013F 11,312 sharesChange vs previous 13F +3,430 shares
0.03% of the 13F portfolio, value $1,251,479.
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 7,882 sharesChange vs previous 13F -62 shares
0.03% of the 13F portfolio, value $892,064.
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).
- period ended2025-12-3113F 7,944 sharesChange vs previous 13F -353 shares
0.03% of the 13F portfolio, value $788,972.
13F-HR 0002085853-26-000161 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 ended2025-09-3013F 8,297 sharesChange vs previous 13F +81 shares
0.03% of the 13F portfolio, value $834,005.
13F-HR 0002085853-25-000195 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 ended2025-06-3013F 8,216 sharesChange vs previous 13F +119 shares
0.03% of the 13F portfolio, value $824,449.
13F-HR 0001667731-25-001007 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 ended2025-03-3113F 8,097 sharesChange vs previous 13F -44 shares
0.04% of the 13F portfolio, value $895,442.
13F-HR 0001667731-25-000528 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 ended2024-12-3113F 8,141 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $726,418.
13F-HR 0001667731-25-000150 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).