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Disclosery

Avidian Wealth Enterprises, LLC: IWR position timeline

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

Avidian Wealth Enterprises, LLC held 176,761 IWR 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 176,761 shares
    Change vs previous 13F +5,332 shares

    0.53% of the 13F portfolio, value $18,862,218.

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

  2. period ended2026-06-30
    13F 171,429 shares
    Change vs previous 13F +988 shares

    0.52% of the 13F portfolio, value $18,912,003.

    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 170,441 shares
    Change vs previous 13F +1,901 shares

    0.53% of the 13F portfolio, value $16,571,932.

    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 168,540 shares
    Change vs previous 13F +1,032 shares

    0.59% of the 13F portfolio, value $16,225,381.

    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 167,508 shares
    Change vs previous 13F -7,948 shares

    0.61% of the 13F portfolio, value $16,172,929.

    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 175,456 shares
    Change vs previous 13F -2,366 shares

    0.66% of the 13F portfolio, value $16,136,715.

    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 177,822 shares
    Change vs previous 13F +399 shares

    0.67% of the 13F portfolio, value $15,127,336.

    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 177,423 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $15,684,169.

    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).