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Avidian Wealth Enterprises, LLC: QQQM position timeline

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

Avidian Wealth Enterprises, LLC held 18,875 QQQM 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 18,875 shares
    Change vs previous 13F +3,069 shares

    0.16% of the 13F portfolio, value $5,750,144.

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

  2. period ended2026-06-30
    13F 15,806 shares
    Change vs previous 13F +5,512 shares

    0.13% of the 13F portfolio, value $4,788,810.

    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 10,294 shares
    Change vs previous 13F +2,383 shares

    0.08% of the 13F portfolio, value $2,446,124.

    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 7,911 shares
    Change vs previous 13F +2,386 shares

    0.07% of the 13F portfolio, value $2,000,956.

    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 5,525 shares
    Change vs previous 13F +3,337 shares

    0.05% of the 13F portfolio, value $1,365,226.

    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 2,188 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $496,845.

    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).