Avidian Wealth Enterprises, LLC: IEMG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avidian Wealth Enterprises, LLC on IEMG, newest first. How the timeline and the estimate are built.
Avidian Wealth Enterprises, LLC held 198,784 IEMG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 198,784 sharesChange vs previous 13F -8,607 shares
0.45% of the 13F portfolio, value $16,133,334.
13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
Accepted , ingested - period ended2026-06-3013F 207,391 sharesChange vs previous 13F +2,429 shares
0.48% of the 13F portfolio, value $17,180,263.
13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 204,962 sharesChange vs previous 13F -35,625 shares
0.45% of the 13F portfolio, value $14,296,091.
13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 240,587 sharesChange vs previous 13F +108,783 shares
0.59% of the 13F portfolio, value $16,172,278.
13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 131,804 sharesChange vs previous 13F +5,040 shares
0.33% of the 13F portfolio, value $8,688,496.
13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 126,764 sharesChange vs previous 13F +19,456 shares
0.31% of the 13F portfolio, value $7,609,622.
13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 107,308 sharesChange vs previous 13F +7,782 shares
0.26% of the 13F portfolio, value $5,791,431.
13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 99,526 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $5,197,225.
13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).