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Disclosery

Avidian Wealth Enterprises, LLC: FEZ position timeline

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

Avidian Wealth Enterprises, LLC held 16,804 FEZ 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 16,804 shares
    Change vs previous 13F -63 shares

    0.03% of the 13F portfolio, value $1,131,079.

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

  2. period ended2026-06-30
    13F 16,867 shares
    Change vs previous 13F +37 shares

    0.03% of the 13F portfolio, value $1,158,405.

    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 16,830 shares
    Change vs previous 13F +1,329 shares

    0.03% of the 13F portfolio, value $1,044,835.

    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 15,501 shares
    Change vs previous 13F +1,644 shares

    0.04% of the 13F portfolio, value $998,120.

    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 13,857 shares
    Change vs previous 13F +2,717 shares

    0.03% of the 13F portfolio, value $860,807.

    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 11,140 shares
    Change vs previous 13F +251 shares

    0.03% of the 13F portfolio, value $665,416.

    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 10,889 shares
    Change vs previous 13F +107 shares

    0.03% of the 13F portfolio, value $592,484.

    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 10,782 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $519,165.

    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).