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Disclosery

Avidian Wealth Enterprises, LLC: PMBS position timeline

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

Avidian Wealth Enterprises, LLC held 758,352 PMBS 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 758,352 shares
    Change vs previous 13F +22,767 shares

    0.98% of the 13F portfolio, value $35,088,966.

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

  2. period ended2026-06-30
    13F 735,585 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $36,323,204.

    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 ยง4.2).