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Disclosery

Avidian Wealth Enterprises, LLC: IJS position timeline

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

Avidian Wealth Enterprises, LLC held 24,090 IJS 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 24,090 shares
    Change vs previous 13F -682 shares

    0.09% of the 13F portfolio, value $3,085,954.

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

  2. period ended2026-06-30
    13F 24,772 shares
    Change vs previous 13F +230 shares

    0.09% of the 13F portfolio, value $3,385,843.

    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 24,542 shares
    Change vs previous 13F -902 shares

    0.09% of the 13F portfolio, value $2,907,014.

    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 25,444 shares
    Change vs previous 13F -285 shares

    0.11% of the 13F portfolio, value $2,893,521.

    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 25,729 shares
    Change vs previous 13F -11,586 shares

    0.11% of the 13F portfolio, value $2,845,384.

    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 37,315 shares
    Change vs previous 13F -1,365 shares

    0.15% of the 13F portfolio, value $3,712,432.

    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 38,680 shares
    Change vs previous 13F -1,341 shares

    0.17% of the 13F portfolio, value $3,770,495.

    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 40,021 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,346,689.

    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).