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Avidian Wealth Enterprises, LLC: JEPQ position timeline

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

Avidian Wealth Enterprises, LLC held 59,034 JEPQ 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 59,034 shares
    Change vs previous 13F +5,398 shares

    0.1% of the 13F portfolio, value $3,616,435.

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

  2. period ended2026-06-30
    13F 53,636 shares
    Change vs previous 13F -4,062 shares

    0.09% of the 13F portfolio, value $3,296,448.

    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 57,698 shares
    Change vs previous 13F +8,241 shares

    0.1% of the 13F portfolio, value $3,203,377.

    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 49,457 shares
    Change vs previous 13F +5,588 shares

    0.1% of the 13F portfolio, value $2,874,456.

    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 43,869 shares
    Change vs previous 13F +4,032 shares

    0.1% of the 13F portfolio, value $2,523,345.

    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 39,837 shares
    Change vs previous 13F +10,450 shares

    0.09% of the 13F portfolio, value $2,167,106.

    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 29,387 shares
    Change vs previous 13F +9,511 shares

    0.07% of the 13F portfolio, value $1,521,662.

    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 19,876 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,120,622.

    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).