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
- period ended2026-09-3013F 989,337 sharesChange 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 - period ended2026-06-3013F 980,654 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 950,226 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 742,675 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 720,681 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 701,245 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 667,332 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 691,132 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).