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Avidian Wealth Enterprises, LLC: FNDF position timeline

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

Avidian Wealth Enterprises, LLC held 24,324 FNDF 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 24,324 shares
    Change vs previous 13F +106 shares

    0.04% of the 13F portfolio, value $1,307,429.

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

  2. period ended2026-06-30
    13F 24,218 shares
    Change vs previous 13F +414 shares

    0.04% of the 13F portfolio, value $1,277,755.

    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 23,804 shares
    Change vs previous 13F -2,361 shares

    0.04% of the 13F portfolio, value $1,164,718.

    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 26,165 shares
    Change vs previous 13F -522 shares

    0.04% of the 13F portfolio, value $1,182,908.

    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 26,687 shares
    Change vs previous 13F -31,011 shares

    0.04% of the 13F portfolio, value $1,146,467.

    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 57,698 shares
    Change vs previous 13F -8,119 shares

    0.09% of the 13F portfolio, value $2,309,068.

    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 65,817 shares
    Change vs previous 13F +1,607 shares

    0.11% of the 13F portfolio, value $2,378,624.

    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 64,210 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,132,415.

    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).