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Disclosery

Avidian Wealth Enterprises, LLC: ROST position timeline

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

Avidian Wealth Enterprises, LLC held 5,309 ROST 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 5,309 shares
    Change vs previous 13F +3,806 shares

    0.03% of the 13F portfolio, value $1,239,232.

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

  2. period ended2026-06-30
    13F 1,503 shares
    Change vs previous 13F +263 shares

    0.01% of the 13F portfolio, value $319,941.

    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 1,240 shares
    Change vs previous 13F +129 shares

    0.01% of the 13F portfolio, value $268,563.

    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 1,111 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $200,049.

    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).