Skip to content
Disclosery

Avidian Wealth Enterprises, LLC: PEP position timeline

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

Avidian Wealth Enterprises, LLC held 31,657 PEP 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 31,657 shares
    Change vs previous 13F -660 shares

    0.11% of the 13F portfolio, value $4,011,614.

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

  2. period ended2026-06-30
    13F 32,317 shares
    Change vs previous 13F -33 shares

    0.12% of the 13F portfolio, value $4,375,704.

    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 32,350 shares
    Change vs previous 13F +15,241 shares

    0.16% of the 13F portfolio, value $5,023,663.

    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 17,109 shares
    Change vs previous 13F -744 shares

    0.09% of the 13F portfolio, value $2,455,486.

    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 17,853 shares
    Change vs previous 13F +1,357 shares

    0.09% of the 13F portfolio, value $2,507,222.

    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 16,496 shares
    Change vs previous 13F -713 shares

    0.09% of the 13F portfolio, value $2,178,079.

    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 17,209 shares
    Change vs previous 13F -464 shares

    0.11% of the 13F portfolio, value $2,580,352.

    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 17,673 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,687,368.

    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).