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Avidian Wealth Enterprises, LLC: PFXF position timeline

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

Avidian Wealth Enterprises, LLC held 66,937 PFXF 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 66,937 shares
    Change vs previous 13F -10,643 shares

    0.03% of the 13F portfolio, value $1,172,741.

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

  2. period ended2026-06-30
    13F 77,580 shares
    Change vs previous 13F +2,252 shares

    0.04% of the 13F portfolio, value $1,384,025.

    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 75,328 shares
    Change vs previous 13F -11,648 shares

    0.04% of the 13F portfolio, value $1,321,248.

    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 86,976 shares
    Change vs previous 13F +564 shares

    0.06% of the 13F portfolio, value $1,535,994.

    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 86,412 shares
    Change vs previous 13F +3,077 shares

    0.06% of the 13F portfolio, value $1,535,538.

    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 83,335 shares
    Change vs previous 13F +5,621 shares

    0.06% of the 13F portfolio, value $1,426,702.

    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 77,714 shares
    Change vs previous 13F +8,630 shares

    0.06% of the 13F portfolio, value $1,302,487.

    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 69,084 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,191,705.

    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).