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Disclosery

Avidian Wealth Enterprises, LLC: IBTH position timeline

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

Avidian Wealth Enterprises, LLC held 29,716 IBTH 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 29,716 shares
    Change vs previous 13F +7,616 shares

    0.02% of the 13F portfolio, value $663,261.

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

  2. period ended2026-06-30
    13F 22,100 shares
    Change vs previous 13F +1,563 shares

    0.01% of the 13F portfolio, value $494,377.

    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 20,537 shares
    Change vs previous 13F +9,967 shares

    0.01% of the 13F portfolio, value $460,645.

    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 10,570 shares
    Change vs previous 13F -400 shares

    0.01% of the 13F portfolio, value $237,508.

    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 10,970 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $247,044.

    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 10,970 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $246,715.

    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).