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Avidian Wealth Enterprises, LLC: GAB position timeline

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

Avidian Wealth Enterprises, LLC held 35,603 GAB 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 35,603 shares
    Change vs previous 13F +10,104 shares

    0.01% of the 13F portfolio, value $186,560.

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

  2. period ended2026-06-30
    13F 25,499 shares
    Change vs previous 13F +2,300 shares

    <0.01% of the 13F portfolio, value $144,324.

    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 23,199 shares
    Change vs previous 13F +3,904 shares

    <0.01% of the 13F portfolio, value $129,914.

    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 19,295 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $119,050.

    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 19,295 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $117,507.

    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 19,295 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $112,297.

    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 19,295 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $106,315.

    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 19,295 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $103,807.

    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).