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Avidian Wealth Enterprises, LLC: EMXC position timeline

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

Avidian Wealth Enterprises, LLC held 1,024,673 EMXC 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 1,024,673 shares
    Change vs previous 13F -43,309 shares

    2.83% of the 13F portfolio, value $101,524,590.

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

  2. period ended2026-06-30
    13F 1,067,982 shares
    Change vs previous 13F +9,590 shares

    3.03% of the 13F portfolio, value $109,254,546.

    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 1,058,392 shares
    Change vs previous 13F +89,894 shares

    2.64% of the 13F portfolio, value $83,253,109.

    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 968,498 shares
    Change vs previous 13F +16,832 shares

    2.56% of the 13F portfolio, value $70,390,431.

    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 951,666 shares
    Change vs previous 13F +5,141 shares

    2.42% of the 13F portfolio, value $64,246,984.

    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 946,525 shares
    Change vs previous 13F +4,252 shares

    2.43% of the 13F portfolio, value $59,763,606.

    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 942,273 shares
    Change vs previous 13F -112,695 shares

    2.31% of the 13F portfolio, value $51,909,823.

    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 1,054,968 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $58,497,996.

    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).