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Avidian Wealth Enterprises, LLC: FMUB position timeline

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

Avidian Wealth Enterprises, LLC held 25,731 FMUB 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 25,731 shares
    Change vs previous 13F -2,569 shares

    0.03% of the 13F portfolio, value $1,241,088.

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

  2. period ended2026-06-30
    13F 28,300 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,454,750.

    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 28,300 shares
    Change vs previous 13F -2,700 shares

    0.05% of the 13F portfolio, value $1,432,059.

    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 31,000 shares
    Change vs previous 13F +19,000 shares

    0.06% of the 13F portfolio, value $1,579,763.

    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 12,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $610,320.

    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).