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Disclosery

Avidian Wealth Enterprises, LLC: ICSH position timeline

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

Avidian Wealth Enterprises, LLC held 21,301 ICSH 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 21,301 shares
    Change vs previous 13F -35,442 shares

    0.03% of the 13F portfolio, value $1,073,571.

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

  2. period ended2026-06-30
    13F 56,743 shares
    Change vs previous 13F +5,185 shares

    0.08% of the 13F portfolio, value $2,870,062.

    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 51,558 shares
    Change vs previous 13F +3,452 shares

    0.08% of the 13F portfolio, value $2,609,844.

    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 48,106 shares
    Change vs previous 13F -7,618 shares

    0.09% of the 13F portfolio, value $2,433,222.

    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 55,724 shares
    Change vs previous 13F +9,211 shares

    0.11% of the 13F portfolio, value $2,828,000.

    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 46,513 shares
    Change vs previous 13F -13,652 shares

    0.1% of the 13F portfolio, value $2,358,696.

    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 60,165 shares
    Change vs previous 13F -5,085 shares

    0.14% of the 13F portfolio, value $3,050,386.

    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 65,250 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,290,534.

    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).