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Avidian Wealth Enterprises, LLC: QQQ position timeline

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

Avidian Wealth Enterprises, LLC held 9,608 QQQ 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 9,608 shares
    Change vs previous 13F -1,413 shares

    0.2% of the 13F portfolio, value $7,107,624.

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

  2. period ended2026-06-30
    13F 11,021 shares
    Change vs previous 13F +159 shares

    0.22% of the 13F portfolio, value $8,116,212.

    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 10,862 shares
    Change vs previous 13F +4,791 shares

    0.2% of the 13F portfolio, value $6,269,508.

    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 6,071 shares
    Change vs previous 13F +472 shares

    0.14% of the 13F portfolio, value $3,729,456.

    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 5,599 shares
    Change vs previous 13F -504 shares

    0.13% of the 13F portfolio, value $3,361,407.

    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 6,103 shares
    Change vs previous 13F +879 shares

    0.14% of the 13F portfolio, value $3,366,693.

    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 5,224 shares
    Change vs previous 13F -88 shares

    0.11% of the 13F portfolio, value $2,449,662.

    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 5,312 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,715,615.

    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).