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Avidian Wealth Enterprises, LLC: PAGP position timeline

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

Avidian Wealth Enterprises, LLC held 104,442 PAGP 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 104,442 shares
    Change vs previous 13F -2,717 shares

    0.08% of the 13F portfolio, value $2,705,061.

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

  2. period ended2026-06-30
    13F 107,159 shares
    Change vs previous 13F +2,705 shares

    0.07% of the 13F portfolio, value $2,600,749.

    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 104,454 shares
    Change vs previous 13F +79,192 shares

    0.08% of the 13F portfolio, value $2,536,150.

    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 25,262 shares
    Change vs previous 13F +379 shares

    0.02% of the 13F portfolio, value $483,516.

    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 24,883 shares
    Change vs previous 13F +3,870 shares

    0.02% of the 13F portfolio, value $453,861.

    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 21,013 shares
    Change vs previous 13F +352 shares

    0.02% of the 13F portfolio, value $408,273.

    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 20,661 shares
    Change vs previous 13F -1,918 shares

    0.02% of the 13F portfolio, value $441,312.

    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 22,579 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $415,005.

    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).