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Avidian Wealth Enterprises, LLC: FENI position timeline

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

Avidian Wealth Enterprises, LLC held 587,100 FENI 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 587,100 shares
    Change vs previous 13F -56,446 shares

    0.65% of the 13F portfolio, value $23,431,178.

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

  2. period ended2026-06-30
    13F 643,546 shares
    Change vs previous 13F +19,354 shares

    0.72% of the 13F portfolio, value $25,825,502.

    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 624,192 shares
    Change vs previous 13F +113,067 shares

    0.74% of the 13F portfolio, value $23,219,931.

    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 511,125 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $18,696,957.

    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).