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Disclosery

Avidian Wealth Enterprises, LLC: ICF position timeline

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

Avidian Wealth Enterprises, LLC held 19,682 ICF 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 19,682 shares
    Change vs previous 13F +614 shares

    0.03% of the 13F portfolio, value $1,237,998.

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

  2. period ended2026-06-30
    13F 19,068 shares
    Change vs previous 13F -260 shares

    0.04% of the 13F portfolio, value $1,289,542.

    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 19,328 shares
    Change vs previous 13F -1,705 shares

    0.04% of the 13F portfolio, value $1,196,238.

    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 21,033 shares
    Change vs previous 13F -217 shares

    0.05% of the 13F portfolio, value $1,255,040.

    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 21,250 shares
    Change vs previous 13F -462 shares

    0.05% of the 13F portfolio, value $1,309,447.

    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 21,712 shares
    Change vs previous 13F +521 shares

    0.05% of the 13F portfolio, value $1,327,887.

    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 21,191 shares
    Change vs previous 13F -2,563 shares

    0.06% of the 13F portfolio, value $1,303,884.

    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 23,754 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,431,388.

    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).