Avidian Wealth Enterprises, LLC: MUB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avidian Wealth Enterprises, LLC on MUB, newest first. How the timeline and the estimate are built.
Avidian Wealth Enterprises, LLC held 22,585 MUB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 22,585 sharesChange vs previous 13F -2,509 shares
0.06% of the 13F portfolio, value $2,283,330.
13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
Accepted , ingested - period ended2026-06-3013F 25,094 sharesChange vs previous 13F -151 shares
0.07% of the 13F portfolio, value $2,700,608.
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 25,245 sharesChange vs previous 13F -14,232 shares
0.08% of the 13F portfolio, value $2,679,747.
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 39,477 sharesChange vs previous 13F +698 shares
0.15% of the 13F portfolio, value $4,228,392.
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 38,779 sharesChange vs previous 13F -788 shares
0.16% of the 13F portfolio, value $4,129,628.
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 39,567 sharesChange vs previous 13F -2,735 shares
0.17% of the 13F portfolio, value $4,133,978.
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 42,302 sharesChange vs previous 13F -835 shares
0.2% of the 13F portfolio, value $4,460,287.
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 43,137 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $4,596,205.
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).