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Disclosery

Avidian Wealth Enterprises, LLC: ORI position timeline

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

Avidian Wealth Enterprises, LLC held 21,562 ORI 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 21,562 shares
    Change vs previous 13F +300 shares

    0.02% of the 13F portfolio, value $804,487.

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

  2. period ended2026-06-30
    13F 21,262 shares
    Change vs previous 13F -2,171 shares

    0.02% of the 13F portfolio, value $870,044.

    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 23,433 shares
    Change vs previous 13F +1,908 shares

    0.03% of the 13F portfolio, value $934,978.

    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 21,525 shares
    Change vs previous 13F +4,121 shares

    0.04% of the 13F portfolio, value $982,418.

    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 17,404 shares
    Change vs previous 13F +6,408 shares

    0.03% of the 13F portfolio, value $739,146.

    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 10,996 shares
    Change vs previous 13F +374 shares

    0.02% of the 13F portfolio, value $422,673.

    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 10,622 shares
    Change vs previous 13F +142 shares

    0.02% of the 13F portfolio, value $416,595.

    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 10,480 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $379,271.

    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).