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Disclosery

Avidian Wealth Enterprises, LLC: ITM position timeline

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

Avidian Wealth Enterprises, LLC held 294,244 ITM 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 294,244 shares
    Change vs previous 13F -9,788 shares

    0.36% of the 13F portfolio, value $12,946,741.

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

  2. period ended2026-06-30
    13F 304,032 shares
    Change vs previous 13F +12,280 shares

    0.4% of the 13F portfolio, value $14,286,445.

    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 291,752 shares
    Change vs previous 13F -32,029 shares

    0.43% of the 13F portfolio, value $13,546,057.

    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 323,781 shares
    Change vs previous 13F +3,851 shares

    0.56% of the 13F portfolio, value $15,269,519.

    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 319,930 shares
    Change vs previous 13F +1,929 shares

    0.56% of the 13F portfolio, value $14,908,748.

    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 318,001 shares
    Change vs previous 13F -3,957 shares

    0.59% of the 13F portfolio, value $14,459,486.

    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 321,958 shares
    Change vs previous 13F -119,334 shares

    0.65% of the 13F portfolio, value $14,652,315.

    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 441,292 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $20,343,580.

    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).