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Avidian Wealth Enterprises, LLC: LQD position timeline

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

Avidian Wealth Enterprises, LLC held 8,422 LQD 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 8,422 shares
    Change vs previous 13F +4,395 shares

    0.02% of the 13F portfolio, value $860,555.

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

  2. period ended2026-06-30
    13F 4,027 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $439,269.

    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 4,001 shares
    Change vs previous 13F -69 shares

    0.01% of the 13F portfolio, value $436,048.

    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 4,070 shares
    Change vs previous 13F -862 shares

    0.02% of the 13F portfolio, value $448,506.

    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 4,932 shares
    Change vs previous 13F +147 shares

    0.02% of the 13F portfolio, value $549,745.

    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 4,785 shares
    Change vs previous 13F +1,023 shares

    0.02% of the 13F portfolio, value $524,526.

    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 3,762 shares
    Change vs previous 13F +496 shares

    0.02% of the 13F portfolio, value $408,894.

    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 3,266 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $348,895.

    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).