Skip to content

Avidian Wealth Enterprises, LLC: NEM position timeline

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

Avidian Wealth Enterprises, LLC held 10,191 NEM 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 10,191 shares
    Change vs previous 13F +1,829 shares

    0.03% of the 13F portfolio, value $1,175,417.

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

  2. period ended2026-06-30
    13F 8,362 shares
    Change vs previous 13F -151 shares

    0.02% of the 13F portfolio, value $781,043.

    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 8,513 shares
    Change vs previous 13F -727 shares

    0.03% of the 13F portfolio, value $921,522.

    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 9,240 shares
    Change vs previous 13F +110 shares

    0.03% of the 13F portfolio, value $922,608.

    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 9,130 shares
    Change vs previous 13F -6,631 shares

    0.03% of the 13F portfolio, value $769,772.

    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 15,761 shares
    Change vs previous 13F +779 shares

    0.04% of the 13F portfolio, value $918,247.

    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 14,982 shares
    Change vs previous 13F +175 shares

    0.03% of the 13F portfolio, value $723,343.

    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 14,807 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $551,102.

    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).