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Avidian Wealth Enterprises, LLC: MSI position timeline

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

Avidian Wealth Enterprises, LLC held 1,745 MSI 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 1,745 shares
    Change vs previous 13F +58 shares

    0.02% of the 13F portfolio, value $778,016.

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

  2. period ended2026-06-30
    13F 1,687 shares
    Change vs previous 13F +222 shares

    0.02% of the 13F portfolio, value $700,522.

    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 1,465 shares
    Change vs previous 13F +520 shares

    0.02% of the 13F portfolio, value $635,819.

    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 945 shares
    Change vs previous 13F -56 shares

    0.01% of the 13F portfolio, value $362,406.

    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 1,001 shares
    Change vs previous 13F -42 shares

    0.02% of the 13F portfolio, value $457,889.

    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 1,043 shares
    Change vs previous 13F -133 shares

    0.02% of the 13F portfolio, value $438,553.

    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 1,176 shares
    Change vs previous 13F +150 shares

    0.02% of the 13F portfolio, value $514,777.

    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 1,026 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $474,090.

    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).