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Avidian Wealth Enterprises, LLC: HD position timeline

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

Avidian Wealth Enterprises, LLC held 9,839 HD 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 9,839 shares
    Change vs previous 13F -3,622 shares

    0.08% of the 13F portfolio, value $2,799,049.

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

  2. period ended2026-06-30
    13F 13,461 shares
    Change vs previous 13F -284 shares

    0.13% of the 13F portfolio, value $4,747,563.

    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 13,745 shares
    Change vs previous 13F +159 shares

    0.14% of the 13F portfolio, value $4,520,437.

    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 13,586 shares
    Change vs previous 13F +96 shares

    0.17% of the 13F portfolio, value $4,674,981.

    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 13,490 shares
    Change vs previous 13F +128 shares

    0.21% of the 13F portfolio, value $5,466,212.

    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 13,362 shares
    Change vs previous 13F +499 shares

    0.2% of the 13F portfolio, value $4,899,099.

    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 12,863 shares
    Change vs previous 13F +39 shares

    0.21% of the 13F portfolio, value $4,714,119.

    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 12,824 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,988,571.

    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).