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Avidian Wealth Enterprises, LLC: INDA position timeline

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

Avidian Wealth Enterprises, LLC held 127,510 INDA 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 127,510 shares
    Change vs previous 13F -2,114 shares

    0.17% of the 13F portfolio, value $5,952,171.

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

  2. period ended2026-06-30
    13F 129,624 shares
    Change vs previous 13F +2,001 shares

    0.18% of the 13F portfolio, value $6,402,149.

    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 127,623 shares
    Change vs previous 13F +12,124 shares

    0.19% of the 13F portfolio, value $5,977,863.

    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 115,499 shares
    Change vs previous 13F +2,661 shares

    0.23% of the 13F portfolio, value $6,242,705.

    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 112,838 shares
    Change vs previous 13F +3,311 shares

    0.22% of the 13F portfolio, value $5,874,343.

    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 109,527 shares
    Change vs previous 13F +720 shares

    0.25% of the 13F portfolio, value $6,098,449.

    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 108,807 shares
    Change vs previous 13F -34,163 shares

    0.25% of the 13F portfolio, value $5,601,396.

    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 142,970 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $7,525,964.

    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).