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Disclosery

Avidian Wealth Enterprises, LLC: IWD position timeline

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

Avidian Wealth Enterprises, LLC held 59,702 IWD 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 59,702 shares
    Change vs previous 13F -19 shares

    0.41% of the 13F portfolio, value $14,801,845.

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

  2. period ended2026-06-30
    13F 59,721 shares
    Change vs previous 13F +3,903 shares

    0.4% of the 13F portfolio, value $14,478,126.

    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 55,818 shares
    Change vs previous 13F -279 shares

    0.38% of the 13F portfolio, value $11,926,735.

    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 56,097 shares
    Change vs previous 13F -162 shares

    0.43% of the 13F portfolio, value $11,799,451.

    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 56,259 shares
    Change vs previous 13F -713 shares

    0.43% of the 13F portfolio, value $11,453,766.

    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 56,972 shares
    Change vs previous 13F -271 shares

    0.45% of the 13F portfolio, value $11,065,727.

    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 57,243 shares
    Change vs previous 13F +184 shares

    0.48% of the 13F portfolio, value $10,770,801.

    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 57,059 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $10,563,412.

    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).