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Avidian Wealth Enterprises, LLC: IXN position timeline

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

Avidian Wealth Enterprises, LLC held 11,218 IXN 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 11,218 shares
    Change vs previous 13F -940 shares

    0.05% of the 13F portfolio, value $1,662,710.

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

  2. period ended2026-06-30
    13F 12,158 shares
    Change vs previous 13F -305 shares

    0.05% of the 13F portfolio, value $1,756,558.

    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 12,463 shares
    Change vs previous 13F +4 shares

    0.04% of the 13F portfolio, value $1,245,877.

    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 12,459 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $1,308,144.

    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 12,474 shares
    Change vs previous 13F -1,515 shares

    0.05% of the 13F portfolio, value $1,287,419.

    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 13,989 shares
    Change vs previous 13F +58 shares

    0.05% of the 13F portfolio, value $1,291,773.

    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 13,931 shares
    Change vs previous 13F +499 shares

    0.05% of the 13F portfolio, value $1,055,120.

    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 13,432 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,138,347.

    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).