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Avidian Wealth Enterprises, LLC: JVAL position timeline

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

Avidian Wealth Enterprises, LLC held 1,196,536 JVAL 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 1,196,536 shares
    Change vs previous 13F -21,389 shares

    1.93% of the 13F portfolio, value $69,303,347.

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

  2. period ended2026-06-30
    13F 1,217,925 shares
    Change vs previous 13F +33,603 shares

    1.98% of the 13F portfolio, value $71,419,131.

    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 1,184,322 shares
    Change vs previous 13F +147,964 shares

    1.83% of the 13F portfolio, value $57,865,951.

    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 1,036,358 shares
    Change vs previous 13F +40,175 shares

    1.85% of the 13F portfolio, value $50,864,464.

    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 996,183 shares
    Change vs previous 13F +34,447 shares

    1.78% of the 13F portfolio, value $47,318,715.

    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 961,736 shares
    Change vs previous 13F +431,743 shares

    1.73% of the 13F portfolio, value $42,537,574.

    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 529,993 shares
    Change vs previous 13F +163,322 shares

    0.98% of the 13F portfolio, value $21,952,316.

    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 366,671 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $15,840,197.

    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).