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Disclosery

Avidian Wealth Enterprises, LLC: IGIB position timeline

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

Avidian Wealth Enterprises, LLC held 412,406 IGIB 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 412,406 shares
    Change vs previous 13F -1,813 shares

    0.58% of the 13F portfolio, value $20,764,617.

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

  2. period ended2026-06-30
    13F 414,219 shares
    Change vs previous 13F +8,426 shares

    0.61% of the 13F portfolio, value $22,024,000.

    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 405,793 shares
    Change vs previous 13F +15,861 shares

    0.68% of the 13F portfolio, value $21,596,288.

    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 389,932 shares
    Change vs previous 13F +9,997 shares

    0.76% of the 13F portfolio, value $21,009,516.

    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 379,935 shares
    Change vs previous 13F +8,713 shares

    0.77% of the 13F portfolio, value $20,550,693.

    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 371,222 shares
    Change vs previous 13F +18,573 shares

    0.8% of the 13F portfolio, value $19,782,447.

    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 352,649 shares
    Change vs previous 13F +74,155 shares

    0.82% of the 13F portfolio, value $18,521,105.

    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 278,494 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $14,345,227.

    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).