Skip to content
Disclosery

Avidian Wealth Enterprises, LLC: PFE position timeline

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

Avidian Wealth Enterprises, LLC held 79,052 PFE 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 79,052 shares
    Change vs previous 13F -372 shares

    0.06% of the 13F portfolio, value $2,254,554.

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

  2. period ended2026-06-30
    13F 79,424 shares
    Change vs previous 13F +4,018 shares

    0.05% of the 13F portfolio, value $1,912,533.

    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 75,406 shares
    Change vs previous 13F +51,722 shares

    0.07% of the 13F portfolio, value $2,117,399.

    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 23,684 shares
    Change vs previous 13F +2,783 shares

    0.02% of the 13F portfolio, value $589,741.

    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 20,901 shares
    Change vs previous 13F +956 shares

    0.02% of the 13F portfolio, value $532,566.

    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 19,945 shares
    Change vs previous 13F +1,712 shares

    0.02% of the 13F portfolio, value $483,459.

    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 18,233 shares
    Change vs previous 13F -2,007 shares

    0.02% of the 13F portfolio, value $462,024.

    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 20,240 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $536,973.

    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).