Skip to content
Disclosery

Avidian Wealth Enterprises, LLC: PAA position timeline

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

Avidian Wealth Enterprises, LLC held 51,972 PAA 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 51,972 shares
    Change vs previous 13F +22,326 shares

    0.03% of the 13F portfolio, value $1,232,772.

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

  2. period ended2026-06-30
    13F 29,646 shares
    Change vs previous 13F +196 shares

    0.02% of the 13F portfolio, value $659,920.

    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 29,450 shares
    Change vs previous 13F +1,495 shares

    0.02% of the 13F portfolio, value $657,615.

    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 27,955 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $502,078.

    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 27,955 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $476,918.

    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 27,955 shares
    Change vs previous 13F -911 shares

    0.02% of the 13F portfolio, value $512,142.

    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 28,866 shares
    Change vs previous 13F +911 shares

    0.03% of the 13F portfolio, value $577,314.

    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 27,955 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $477,477.

    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).