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Disclosery

Avidian Wealth Enterprises, LLC: F position timeline

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

Avidian Wealth Enterprises, LLC held 37,876 F 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 37,876 shares
    Change vs previous 13F +7,424 shares

    0.01% of the 13F portfolio, value $456,784.

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

  2. period ended2026-06-30
    13F 30,452 shares
    Change vs previous 13F +10,614 shares

    0.01% of the 13F portfolio, value $423,286.

    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 19,838 shares
    Change vs previous 13F -366 shares

    0.01% of the 13F portfolio, value $228,929.

    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 20,204 shares
    Change vs previous 13F -476 shares

    0.01% of the 13F portfolio, value $265,073.

    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 20,680 shares
    Change vs previous 13F +1,229 shares

    0.01% of the 13F portfolio, value $247,334.

    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 19,451 shares
    Change vs previous 13F +645 shares

    0.01% of the 13F portfolio, value $211,042.

    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 18,806 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $188,622.

    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).