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Disclosery

Avidian Wealth Enterprises, LLC: PLUG position timeline

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

Avidian Wealth Enterprises, LLC held 11,070 PLUG 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 11,070 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $21,476.

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

  2. period ended2026-06-30
    13F 11,020 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $29,864.

    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 11,020 shares
    Change vs previous 13F -9,090 shares

    <0.01% of the 13F portfolio, value $24,905.

    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 20,110 shares
    Change vs previous 13F -5,982 shares

    <0.01% of the 13F portfolio, value $39,616.

    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 26,092 shares
    Change vs previous 13F +2,072 shares

    <0.01% of the 13F portfolio, value $60,794.

    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 24,020 shares
    Change vs previous 13F +7,500 shares

    <0.01% of the 13F portfolio, value $35,790.

    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 16,520 shares
    Change vs previous 13F +80 shares

    <0.01% of the 13F portfolio, value $22,302.

    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 16,440 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,017.

    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).