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Avidian Wealth Enterprises, LLC: MA position timeline

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

Avidian Wealth Enterprises, LLC held 8,171 MA 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 8,171 shares
    Change vs previous 13F +586 shares

    0.13% of the 13F portfolio, value $4,506,017.

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

  2. period ended2026-06-30
    13F 7,585 shares
    Change vs previous 13F +606 shares

    0.11% of the 13F portfolio, value $3,895,631.

    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 6,979 shares
    Change vs previous 13F +4,214 shares

    0.11% of the 13F portfolio, value $3,487,185.

    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 2,765 shares
    Change vs previous 13F +59 shares

    0.06% of the 13F portfolio, value $1,578,498.

    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 2,706 shares
    Change vs previous 13F +451 shares

    0.06% of the 13F portfolio, value $1,539,326.

    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 2,255 shares
    Change vs previous 13F +236 shares

    0.05% of the 13F portfolio, value $1,267,443.

    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 2,019 shares
    Change vs previous 13F +125 shares

    0.05% of the 13F portfolio, value $1,106,557.

    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 1,894 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $997,458.

    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).