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
- period ended2026-09-3013F 8,171 sharesChange 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 - period ended2026-06-3013F 7,585 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,979 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,765 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,706 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,255 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,019 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,894 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).