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Disclosery

Avidian Wealth Enterprises, LLC: MSFT position timeline

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

Avidian Wealth Enterprises, LLC held 74,090 MSFT 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 74,090 shares
    Change vs previous 13F +2,510 shares

    1.06% of the 13F portfolio, value $38,000,525.

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

  2. period ended2026-06-30
    13F 71,580 shares
    Change vs previous 13F +3,993 shares

    0.74% of the 13F portfolio, value $26,700,938.

    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 67,587 shares
    Change vs previous 13F +22,164 shares

    0.79% of the 13F portfolio, value $25,018,577.

    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 45,423 shares
    Change vs previous 13F +6 shares

    0.8% of the 13F portfolio, value $21,967,322.

    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 45,417 shares
    Change vs previous 13F +3,478 shares

    0.89% of the 13F portfolio, value $23,523,600.

    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 41,939 shares
    Change vs previous 13F +3,173 shares

    0.85% of the 13F portfolio, value $20,861,115.

    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 38,766 shares
    Change vs previous 13F -745 shares

    0.65% of the 13F portfolio, value $14,552,501.

    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 39,511 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $16,654,039.

    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).