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Avidian Wealth Enterprises, LLC: EEM position timeline

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

Avidian Wealth Enterprises, LLC held 39,714 EEM 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 39,714 shares
    Change vs previous 13F +2,819 shares

    0.07% of the 13F portfolio, value $2,652,530.

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

  2. period ended2026-06-30
    13F 36,895 shares
    Change vs previous 13F -204 shares

    0.07% of the 13F portfolio, value $2,523,984.

    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 37,099 shares
    Change vs previous 13F +16,184 shares

    0.07% of the 13F portfolio, value $2,106,854.

    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 20,915 shares
    Change vs previous 13F -890 shares

    0.04% of the 13F portfolio, value $1,144,279.

    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 21,805 shares
    Change vs previous 13F -2,656 shares

    0.04% of the 13F portfolio, value $1,164,381.

    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 24,461 shares
    Change vs previous 13F -24 shares

    0.05% of the 13F portfolio, value $1,179,996.

    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 24,485 shares
    Change vs previous 13F -596 shares

    0.05% of the 13F portfolio, value $1,069,975.

    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 25,081 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,048,869.

    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).