Skip to content
Disclosery

Avidian Wealth Enterprises, LLC: JCPB position timeline

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

Avidian Wealth Enterprises, LLC held 827,192 JCPB 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 827,192 shares
    Change vs previous 13F +21,473 shares

    1.03% of the 13F portfolio, value $37,041,638.

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

  2. period ended2026-06-30
    13F 805,719 shares
    Change vs previous 13F +33,721 shares

    1.05% of the 13F portfolio, value $37,820,472.

    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 771,998 shares
    Change vs previous 13F +70,813 shares

    1.15% of the 13F portfolio, value $36,345,683.

    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 701,185 shares
    Change vs previous 13F +46,936 shares

    1.21% of the 13F portfolio, value $33,201,099.

    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 654,249 shares
    Change vs previous 13F +41,375 shares

    1.17% of the 13F portfolio, value $31,109,520.

    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 612,874 shares
    Change vs previous 13F +36,437 shares

    1.17% of the 13F portfolio, value $28,841,848.

    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 576,437 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $27,115,575.

    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).