Skip to content
Disclosery

Avidian Wealth Enterprises, LLC: FBND position timeline

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

Avidian Wealth Enterprises, LLC held 33,650 FBND 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 33,650 shares
    Change vs previous 13F -7,425 shares

    0.04% of the 13F portfolio, value $1,457,063.

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

  2. period ended2026-06-30
    13F 41,075 shares
    Change vs previous 13F +1,134 shares

    0.05% of the 13F portfolio, value $1,868,494.

    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 39,941 shares
    Change vs previous 13F +6,969 shares

    0.06% of the 13F portfolio, value $1,822,130.

    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 32,972 shares
    Change vs previous 13F +2,917 shares

    0.06% of the 13F portfolio, value $1,518,031.

    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 30,055 shares
    Change vs previous 13F +14,945 shares

    0.05% of the 13F portfolio, value $1,389,733.

    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 15,110 shares
    Change vs previous 13F +73 shares

    0.03% of the 13F portfolio, value $691,300.

    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 15,037 shares
    Change vs previous 13F -81,659 shares

    0.03% of the 13F portfolio, value $686,441.

    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 96,696 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,338,752.

    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).