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Avidian Wealth Enterprises, LLC: JQUA position timeline

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

Avidian Wealth Enterprises, LLC held 989,337 JQUA 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 989,337 shares
    Change vs previous 13F +8,683 shares

    2.04% of the 13F portfolio, value $73,013,070.

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

  2. period ended2026-06-30
    13F 980,654 shares
    Change vs previous 13F +30,428 shares

    1.96% of the 13F portfolio, value $70,881,692.

    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 950,226 shares
    Change vs previous 13F +207,551 shares

    1.85% of the 13F portfolio, value $58,267,839.

    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 742,675 shares
    Change vs previous 13F +21,994 shares

    1.71% of the 13F portfolio, value $46,922,231.

    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 720,681 shares
    Change vs previous 13F +19,436 shares

    1.71% of the 13F portfolio, value $45,338,033.

    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 701,245 shares
    Change vs previous 13F +33,913 shares

    1.71% of the 13F portfolio, value $42,109,762.

    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 667,332 shares
    Change vs previous 13F -23,800 shares

    1.68% of the 13F portfolio, value $37,684,232.

    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 691,132 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $39,581,103.

    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).