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Avidian Wealth Enterprises, LLC: MO position timeline

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

Avidian Wealth Enterprises, LLC held 18,380 MO 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 18,380 shares
    Change vs previous 13F -4,169 shares

    0.03% of the 13F portfolio, value $1,237,678.

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

  2. period ended2026-06-30
    13F 22,549 shares
    Change vs previous 13F +958 shares

    0.04% of the 13F portfolio, value $1,622,423.

    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 21,591 shares
    Change vs previous 13F +2,853 shares

    0.05% of the 13F portfolio, value $1,424,784.

    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 18,738 shares
    Change vs previous 13F +646 shares

    0.04% of the 13F portfolio, value $1,080,447.

    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 18,092 shares
    Change vs previous 13F +1,541 shares

    0.05% of the 13F portfolio, value $1,195,172.

    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 16,551 shares
    Change vs previous 13F +2,759 shares

    0.04% of the 13F portfolio, value $970,382.

    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 13,792 shares
    Change vs previous 13F -4,372 shares

    0.04% of the 13F portfolio, value $827,773.

    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 18,164 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $949,778.

    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).