Skip to content
Disclosery

Avidian Wealth Enterprises, LLC: JPM position timeline

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

Avidian Wealth Enterprises, LLC held 42,484 JPM 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 42,484 shares
    Change vs previous 13F +1,272 shares

    0.39% of the 13F portfolio, value $14,055,103.

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

  2. period ended2026-06-30
    13F 41,212 shares
    Change vs previous 13F +754 shares

    0.37% of the 13F portfolio, value $13,489,955.

    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 40,458 shares
    Change vs previous 13F +19,767 shares

    0.38% of the 13F portfolio, value $11,901,024.

    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 20,691 shares
    Change vs previous 13F -254 shares

    0.24% of the 13F portfolio, value $6,667,101.

    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 20,945 shares
    Change vs previous 13F +1,119 shares

    0.25% of the 13F portfolio, value $6,606,616.

    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 19,826 shares
    Change vs previous 13F -147 shares

    0.23% of the 13F portfolio, value $5,747,878.

    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 19,973 shares
    Change vs previous 13F +54 shares

    0.22% of the 13F portfolio, value $4,899,345.

    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 19,919 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,774,773.

    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).