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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

  1. period ended2026-09-30
    13F 198,784 shares
    Change 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

  2. period ended2026-06-30
    13F 207,391 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 204,962 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 240,587 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 131,804 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 126,764 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 107,308 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 99,526 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).