Skip to content
Disclosery

Avidian Wealth Enterprises, LLC: JMUB position timeline

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

Avidian Wealth Enterprises, LLC held 481,080 JMUB 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 481,080 shares
    Change vs previous 13F -22,950 shares

    0.64% of the 13F portfolio, value $22,889,803.

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

  2. period ended2026-06-30
    13F 504,030 shares
    Change vs previous 13F +27,356 shares

    0.71% of the 13F portfolio, value $25,531,641.

    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 476,674 shares
    Change vs previous 13F +49,705 shares

    0.76% of the 13F portfolio, value $23,828,941.

    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 426,969 shares
    Change vs previous 13F +7,717 shares

    0.79% of the 13F portfolio, value $21,561,953.

    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 419,252 shares
    Change vs previous 13F +9,964 shares

    0.8% of the 13F portfolio, value $21,159,640.

    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 409,288 shares
    Change vs previous 13F +53,062 shares

    0.83% of the 13F portfolio, value $20,317,042.

    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 356,226 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $17,811,318.

    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).