Avidian Wealth Enterprises, LLC: ES position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avidian Wealth Enterprises, LLC on ES, newest first. How the timeline and the estimate are built.
Avidian Wealth Enterprises, LLC held 6,866 ES shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 6,866 sharesChange vs previous 13F +176 shares
0.01% of the 13F portfolio, value $440,507.
13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
Accepted , ingested - period ended2026-06-3013F 6,690 sharesChange vs previous 13F +146 shares
0.01% of the 13F portfolio, value $483,504.
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 6,544 sharesChange vs previous 13F -189 shares
0.01% of the 13F portfolio, value $453,337.
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 6,733 sharesChange vs previous 13F +135 shares
0.02% of the 13F portfolio, value $453,316.
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 6,598 sharesChange vs previous 13F +419 shares
0.02% of the 13F portfolio, value $469,365.
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 6,179 sharesChange vs previous 13F +176 shares
0.02% of the 13F portfolio, value $393,116.
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 6,003 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $372,821.
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).