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Disclosery

Avidian Wealth Enterprises, LLC: PHYS position timeline

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

Avidian Wealth Enterprises, LLC held 37,889 PHYS 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 37,889 shares
    Change vs previous 13F +5,990 shares

    0.03% of the 13F portfolio, value $1,184,789.

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

  2. period ended2026-06-30
    13F 31,899 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $962,393.

    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 31,889 shares
    Change vs previous 13F -53,203 shares

    0.04% of the 13F portfolio, value $1,130,146.

    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 85,092 shares
    Change vs previous 13F -31,972 shares

    0.1% of the 13F portfolio, value $2,809,738.

    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 117,064 shares
    Change vs previous 13F +24,610 shares

    0.13% of the 13F portfolio, value $3,467,436.

    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 92,454 shares
    Change vs previous 13F +772 shares

    0.1% of the 13F portfolio, value $2,343,709.

    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 91,682 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,205,869.

    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 91,682 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,846,475.

    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).