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Disclosery

Avidian Wealth Enterprises, LLC: OEF position timeline

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

Avidian Wealth Enterprises, LLC held 1,181 OEF 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 1,181 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $451,304.

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

  2. period ended2026-06-30
    13F 1,180 shares
    Change vs previous 13F +46 shares

    0.01% of the 13F portfolio, value $431,659.

    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 1,134 shares
    Change vs previous 13F -4,107 shares

    0.01% of the 13F portfolio, value $360,841.

    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 5,241 shares
    Change vs previous 13F +271 shares

    0.07% of the 13F portfolio, value $1,797,344.

    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 4,970 shares
    Change vs previous 13F +2,723 shares

    0.06% of the 13F portfolio, value $1,654,332.

    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 2,247 shares
    Change vs previous 13F +576 shares

    0.03% of the 13F portfolio, value $684,003.

    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 1,671 shares
    Change vs previous 13F +845 shares

    0.02% of the 13F portfolio, value $452,560.

    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 826 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $238,461.

    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).