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Avidian Wealth Enterprises, LLC: RDVY position timeline

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

Avidian Wealth Enterprises, LLC held 106,751 RDVY 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 106,751 shares
    Change vs previous 13F -17,088 shares

    0.23% of the 13F portfolio, value $8,357,498.

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

  2. period ended2026-06-30
    13F 123,839 shares
    Change vs previous 13F -1,259 shares

    0.28% of the 13F portfolio, value $10,038,413.

    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 125,098 shares
    Change vs previous 13F -8,452 shares

    0.27% of the 13F portfolio, value $8,541,674.

    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 133,550 shares
    Change vs previous 13F +3,270 shares

    0.34% of the 13F portfolio, value $9,277,740.

    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 130,280 shares
    Change vs previous 13F +2,809 shares

    0.33% of the 13F portfolio, value $8,762,645.

    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 127,471 shares
    Change vs previous 13F +122,471 shares

    0.33% of the 13F portfolio, value $7,997,556.

    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 5,000 shares
    Change vs previous 13F -637 shares

    0.01% of the 13F portfolio, value $292,700.

    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 5,637 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $333,372.

    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).