Avidian Wealth Enterprises, LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avidian Wealth Enterprises, LLC on LLY, newest first. How the timeline and the estimate are built.
Avidian Wealth Enterprises, LLC held 8,944 LLY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 8,944 sharesChange vs previous 13F +274 shares
0.29% of the 13F portfolio, value $10,348,793.
13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
Accepted , ingested - period ended2026-06-3013F 8,670 sharesChange vs previous 13F +693 shares
0.29% of the 13F portfolio, value $10,398,633.
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 7,977 sharesChange vs previous 13F +2,338 shares
0.23% of the 13F portfolio, value $7,337,361.
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 5,639 sharesChange vs previous 13F +354 shares
0.22% of the 13F portfolio, value $6,060,335.
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 5,285 sharesChange vs previous 13F +479 shares
0.15% of the 13F portfolio, value $4,032,242.
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 4,806 sharesChange vs previous 13F -360 shares
0.15% of the 13F portfolio, value $3,746,759.
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 5,166 sharesChange vs previous 13F +243 shares
0.19% of the 13F portfolio, value $4,266,968.
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 4,923 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $3,800,490.
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).