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Avidian Wealth Enterprises, LLC: IEFA position timeline

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

Avidian Wealth Enterprises, LLC held 1,815,044 IEFA 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 1,815,044 shares
    Change vs previous 13F +12,438 shares

    4.91% of the 13F portfolio, value $175,841,435.

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

  2. period ended2026-06-30
    13F 1,802,606 shares
    Change vs previous 13F +75,728 shares

    4.83% of the 13F portfolio, value $174,095,701.

    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 1,726,878 shares
    Change vs previous 13F -74,400 shares

    4.96% of the 13F portfolio, value $156,334,308.

    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 1,801,278 shares
    Change vs previous 13F -141,970 shares

    5.87% of the 13F portfolio, value $161,142,352.

    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 1,943,248 shares
    Change vs previous 13F +23,824 shares

    6.39% of the 13F portfolio, value $169,665,026.

    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 1,919,424 shares
    Change vs previous 13F +45,917 shares

    6.52% of the 13F portfolio, value $160,233,538.

    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 1,873,507 shares
    Change vs previous 13F -250,474 shares

    6.31% of the 13F portfolio, value $141,730,813.

    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 2,123,981 shares
    Change vs previous 13F not available

    6.71% of the 13F portfolio, value $149,273,399.

    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).