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Avidian Wealth Enterprises, LLC: MDT position timeline

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

Avidian Wealth Enterprises, LLC held 45,338 MDT 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 45,338 shares
    Change vs previous 13F -7,370 shares

    0.11% of the 13F portfolio, value $3,912,189.

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

  2. period ended2026-06-30
    13F 52,708 shares
    Change vs previous 13F +15,934 shares

    0.11% of the 13F portfolio, value $4,123,384.

    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 36,774 shares
    Change vs previous 13F +21,949 shares

    0.1% of the 13F portfolio, value $3,186,495.

    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 14,825 shares
    Change vs previous 13F -603 shares

    0.05% of the 13F portfolio, value $1,424,111.

    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 15,428 shares
    Change vs previous 13F +867 shares

    0.06% of the 13F portfolio, value $1,469,363.

    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 14,561 shares
    Change vs previous 13F -40 shares

    0.05% of the 13F portfolio, value $1,269,274.

    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 14,601 shares
    Change vs previous 13F +3,385 shares

    0.06% of the 13F portfolio, value $1,312,003.

    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 11,216 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $895,899.

    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).