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Disclosery

Avidian Wealth Enterprises, LLC: ET position timeline

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

Avidian Wealth Enterprises, LLC held 86,614 ET 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 86,614 shares
    Change vs previous 13F +32,859 shares

    0.05% of the 13F portfolio, value $1,712,359.

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

  2. period ended2026-06-30
    13F 53,755 shares
    Change vs previous 13F -51,695 shares

    0.03% of the 13F portfolio, value $1,027,789.

    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 105,450 shares
    Change vs previous 13F -308 shares

    0.06% of the 13F portfolio, value $2,035,191.

    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 105,758 shares
    Change vs previous 13F -2,646 shares

    0.06% of the 13F portfolio, value $1,743,944.

    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 108,404 shares
    Change vs previous 13F +6,726 shares

    0.07% of the 13F portfolio, value $1,860,205.

    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 101,678 shares
    Change vs previous 13F -6,050 shares

    0.07% of the 13F portfolio, value $1,843,429.

    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 107,728 shares
    Change vs previous 13F +4,962 shares

    0.09% of the 13F portfolio, value $2,002,668.

    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 102,766 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,013,191.

    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).