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Disclosery

Avidian Wealth Enterprises, LLC: NOW position timeline

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

Avidian Wealth Enterprises, LLC held 8,520 NOW 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 8,520 shares
    Change vs previous 13F +820 shares

    0.03% of the 13F portfolio, value $1,141,765.

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

  2. period ended2026-06-30
    13F 7,700 shares
    Change vs previous 13F -1,636 shares

    0.02% of the 13F portfolio, value $764,456.

    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 9,336 shares
    Change vs previous 13F +7,301 shares

    0.03% of the 13F portfolio, value $976,079.

    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 2,035 shares
    Change vs previous 13F +1,582 shares

    0.01% of the 13F portfolio, value $311,742.

    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 453 shares
    Change vs previous 13F +11 shares

    0.02% of the 13F portfolio, value $416,887.

    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 442 shares
    Change vs previous 13F -81 shares

    0.02% of the 13F portfolio, value $454,411.

    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 523 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $416,381.

    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 497 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $526,880.

    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).