Skip to content

Avidian Wealth Enterprises, LLC: EMR position timeline

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

Avidian Wealth Enterprises, LLC held 14,481 EMR 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 14,481 shares
    Change vs previous 13F -306 shares

    0.06% of the 13F portfolio, value $2,246,012.

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

  2. period ended2026-06-30
    13F 14,787 shares
    Change vs previous 13F +1,148 shares

    0.06% of the 13F portfolio, value $2,116,724.

    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 13,639 shares
    Change vs previous 13F +10,273 shares

    0.06% of the 13F portfolio, value $1,786,958.

    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 3,366 shares
    Change vs previous 13F +151 shares

    0.02% of the 13F portfolio, value $446,795.

    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 3,215 shares
    Change vs previous 13F +136 shares

    0.02% of the 13F portfolio, value $421,797.

    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 3,079 shares
    Change vs previous 13F -697 shares

    0.02% of the 13F portfolio, value $410,468.

    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 3,776 shares
    Change vs previous 13F +461 shares

    0.02% of the 13F portfolio, value $414,006.

    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 3,315 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $410,836.

    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).