Avidian Wealth Enterprises, LLC: IWB position timeline

Avidian Wealth Enterprises, LLC held 15,172 IWB 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 15,172 shares

   Change vs previous 13F +2,114 shares

   0.18% of the 13F portfolio, value $6,313,576.

   13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
   Accepted 2026-10-08 14:22:16 UTC, ingested 2026-10-08 14:22:53 UTC

2. period ended2026-06-30

   13F 13,058 shares

   Change vs previous 13F +77 shares

   0.15% of the 13F portfolio, value $5,347,166.

   13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 12,981 shares

   Change vs previous 13F +347 shares

   0.15% of the 13F portfolio, value $4,628,561.

   13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 12,634 shares

   Change vs previous 13F -328 shares

   0.17% of the 13F portfolio, value $4,718,006.

   13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 12,962 shares

   Change vs previous 13F -10,468 shares

   0.18% of the 13F portfolio, value $4,737,524.

   13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 23,430 shares

   Change vs previous 13F -2,728 shares

   0.32% of the 13F portfolio, value $7,956,257.

   13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 26,158 shares

   Change vs previous 13F +210 shares

   0.36% of the 13F portfolio, value $8,023,799.

   13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 25,948 shares

   Change vs previous 13F not available

   0.38% of the 13F portfolio, value $8,359,343.

   13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).