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Disclosery

Avidian Wealth Enterprises, LLC: PFF position timeline

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

Avidian Wealth Enterprises, LLC held 8,054 PFF 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 8,054 shares
    Change vs previous 13F -25,339 shares

    0.01% of the 13F portfolio, value $237,580.

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

  2. period ended2026-06-30
    13F 33,393 shares
    Change vs previous 13F +8,114 shares

    0.03% of the 13F portfolio, value $1,018,150.

    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 25,279 shares
    Change vs previous 13F +4,388 shares

    0.02% of the 13F portfolio, value $766,453.

    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 20,891 shares
    Change vs previous 13F -64 shares

    0.02% of the 13F portfolio, value $646,796.

    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 20,955 shares
    Change vs previous 13F +1,529 shares

    0.02% of the 13F portfolio, value $662,603.

    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 19,426 shares
    Change vs previous 13F -79 shares

    0.02% of the 13F portfolio, value $595,996.

    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 19,505 shares
    Change vs previous 13F +6,349 shares

    0.03% of the 13F portfolio, value $599,394.

    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 13,156 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $413,627.

    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).