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Disclosery

Avidian Wealth Enterprises, LLC: JAAA position timeline

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

Avidian Wealth Enterprises, LLC held 42,603 JAAA 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 42,603 shares
    Change vs previous 13F +3,806 shares

    0.06% of the 13F portfolio, value $2,150,163.

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

  2. period ended2026-06-30
    13F 38,797 shares
    Change vs previous 13F +18,558 shares

    0.05% of the 13F portfolio, value $1,958,884.

    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 20,239 shares
    Change vs previous 13F +2,890 shares

    0.03% of the 13F portfolio, value $1,019,414.

    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 17,349 shares
    Change vs previous 13F -3,029 shares

    0.03% of the 13F portfolio, value $877,499.

    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 20,378 shares
    Change vs previous 13F +2,144 shares

    0.04% of the 13F portfolio, value $1,034,788.

    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 18,234 shares
    Change vs previous 13F +2,364 shares

    0.04% of the 13F portfolio, value $925,374.

    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 15,870 shares
    Change vs previous 13F +4,189 shares

    0.04% of the 13F portfolio, value $804,790.

    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 11,681 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $592,358.

    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).