Skip to content
Disclosery

Avidian Wealth Enterprises, LLC: IBDT position timeline

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

Avidian Wealth Enterprises, LLC held 18,000 IBDT 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 18,000 shares
    Change vs previous 13F -4,361 shares

    0.01% of the 13F portfolio, value $449,280.

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

  2. period ended2026-06-30
    13F 22,361 shares
    Change vs previous 13F +1,422 shares

    0.02% of the 13F portfolio, value $564,614.

    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 20,939 shares
    Change vs previous 13F +11,507 shares

    0.02% of the 13F portfolio, value $530,387.

    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 9,432 shares
    Change vs previous 13F -346 shares

    0.01% of the 13F portfolio, value $240,098.

    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 9,778 shares
    Change vs previous 13F +350 shares

    0.01% of the 13F portfolio, value $249,538.

    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 9,428 shares
    Change vs previous 13F -2,059 shares

    0.01% of the 13F portfolio, value $239,649.

    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 11,487 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $290,160.

    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).