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Disclosery

Avidian Wealth Enterprises, LLC: IVE position timeline

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

Avidian Wealth Enterprises, LLC held 32,166 IVE 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 32,166 shares
    Change vs previous 13F -11,565 shares

    0.21% of the 13F portfolio, value $7,342,857.

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

  2. period ended2026-06-30
    13F 43,731 shares
    Change vs previous 13F -2,581 shares

    0.28% of the 13F portfolio, value $9,929,491.

    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 46,312 shares
    Change vs previous 13F -2,666 shares

    0.31% of the 13F portfolio, value $9,778,745.

    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 48,978 shares
    Change vs previous 13F +5,183 shares

    0.38% of the 13F portfolio, value $10,386,806.

    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 43,795 shares
    Change vs previous 13F -62 shares

    0.34% of the 13F portfolio, value $9,044,188.

    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 43,857 shares
    Change vs previous 13F +867 shares

    0.35% of the 13F portfolio, value $8,570,568.

    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 42,990 shares
    Change vs previous 13F +3,489 shares

    0.36% of the 13F portfolio, value $8,192,991.

    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 39,501 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $7,540,035.

    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).