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Disclosery

Avidian Wealth Enterprises, LLC: FDL position timeline

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

Avidian Wealth Enterprises, LLC held 51,258 FDL 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 51,258 shares
    Change vs previous 13F -468 shares

    0.07% of the 13F portfolio, value $2,517,273.

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

  2. period ended2026-06-30
    13F 51,726 shares
    Change vs previous 13F -1,685 shares

    0.07% of the 13F portfolio, value $2,516,980.

    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 53,411 shares
    Change vs previous 13F -2,779 shares

    0.09% of the 13F portfolio, value $2,713,271.

    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 56,190 shares
    Change vs previous 13F +3,676 shares

    0.09% of the 13F portfolio, value $2,491,458.

    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 52,514 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,279,626.

    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 52,514 shares
    Change vs previous 13F +1,219 shares

    0.09% of the 13F portfolio, value $2,198,755.

    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 51,295 shares
    Change vs previous 13F +92 shares

    0.1% of the 13F portfolio, value $2,228,249.

    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 51,203 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,061,427.

    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).