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Disclosery

Avidian Wealth Enterprises, LLC: KO position timeline

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

Avidian Wealth Enterprises, LLC held 43,026 KO 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 43,026 shares
    Change vs previous 13F +2,604 shares

    0.1% of the 13F portfolio, value $3,703,670.

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

  2. period ended2026-06-30
    13F 40,422 shares
    Change vs previous 13F +4,899 shares

    0.09% of the 13F portfolio, value $3,285,082.

    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 35,523 shares
    Change vs previous 13F +2,514 shares

    0.09% of the 13F portfolio, value $2,701,501.

    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 33,009 shares
    Change vs previous 13F +2,325 shares

    0.08% of the 13F portfolio, value $2,307,676.

    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 30,684 shares
    Change vs previous 13F +605 shares

    0.08% of the 13F portfolio, value $2,034,935.

    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 30,079 shares
    Change vs previous 13F -457 shares

    0.09% of the 13F portfolio, value $2,128,069.

    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 30,536 shares
    Change vs previous 13F -3,755 shares

    0.1% of the 13F portfolio, value $2,186,990.

    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 34,291 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,134,964.

    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).