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Disclosery

Avidian Wealth Enterprises, LLC: QUAL position timeline

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

Avidian Wealth Enterprises, LLC held 12,444 QUAL 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 12,444 shares
    Change vs previous 13F -1,260 shares

    0.08% of the 13F portfolio, value $2,765,502.

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

  2. period ended2026-06-30
    13F 13,704 shares
    Change vs previous 13F -9,209 shares

    0.08% of the 13F portfolio, value $3,007,163.

    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 22,913 shares
    Change vs previous 13F -1,733 shares

    0.14% of the 13F portfolio, value $4,394,910.

    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 24,646 shares
    Change vs previous 13F -12,979 shares

    0.18% of the 13F portfolio, value $4,895,095.

    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 37,625 shares
    Change vs previous 13F +899 shares

    0.28% of the 13F portfolio, value $7,317,990.

    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 36,726 shares
    Change vs previous 13F +1,695 shares

    0.27% of the 13F portfolio, value $6,714,177.

    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 35,031 shares
    Change vs previous 13F +2,749 shares

    0.27% of the 13F portfolio, value $5,986,531.

    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 32,282 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,748,767.

    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).