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Disclosery

Avidian Wealth Enterprises, LLC: HYG position timeline

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

Avidian Wealth Enterprises, LLC held 4,715 HYG 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 4,715 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $364,045.

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

  2. period ended2026-06-30
    13F 4,715 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $377,059.

    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 4,715 shares
    Change vs previous 13F -324 shares

    0.01% of the 13F portfolio, value $375,125.

    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 5,039 shares
    Change vs previous 13F -2,658 shares

    0.01% of the 13F portfolio, value $406,331.

    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 7,697 shares
    Change vs previous 13F +461 shares

    0.02% of the 13F portfolio, value $624,891.

    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 7,236 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $583,575.

    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 7,286 shares
    Change vs previous 13F +24 shares

    0.03% of the 13F portfolio, value $574,817.

    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 7,262 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $571,165.

    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).