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Disclosery

Avidian Wealth Enterprises, LLC: JEPI position timeline

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

Avidian Wealth Enterprises, LLC held 52,626 JEPI 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 52,626 shares
    Change vs previous 13F +8,539 shares

    0.08% of the 13F portfolio, value $2,958,610.

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

  2. period ended2026-06-30
    13F 44,087 shares
    Change vs previous 13F +1,265 shares

    0.07% of the 13F portfolio, value $2,490,006.

    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 42,822 shares
    Change vs previous 13F +10,054 shares

    0.08% of the 13F portfolio, value $2,427,143.

    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 32,768 shares
    Change vs previous 13F +4,032 shares

    0.07% of the 13F portfolio, value $1,875,640.

    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 28,736 shares
    Change vs previous 13F +1,010 shares

    0.06% of the 13F portfolio, value $1,640,798.

    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 27,726 shares
    Change vs previous 13F -470 shares

    0.06% of the 13F portfolio, value $1,576,207.

    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 28,196 shares
    Change vs previous 13F +8,912 shares

    0.07% of the 13F portfolio, value $1,611,123.

    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 19,284 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,109,400.

    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).