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Avidian Wealth Enterprises, LLC: RSP position timeline

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

Avidian Wealth Enterprises, LLC held 9,044 RSP 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 9,044 shares
    Change vs previous 13F -1,212 shares

    0.05% of the 13F portfolio, value $1,881,371.

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

  2. period ended2026-06-30
    13F 10,256 shares
    Change vs previous 13F +1,176 shares

    0.06% of the 13F portfolio, value $2,182,204.

    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 9,080 shares
    Change vs previous 13F +268 shares

    0.06% of the 13F portfolio, value $1,742,598.

    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 8,812 shares
    Change vs previous 13F +20 shares

    0.06% of the 13F portfolio, value $1,687,962.

    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 8,792 shares
    Change vs previous 13F -427 shares

    0.06% of the 13F portfolio, value $1,667,871.

    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 9,219 shares
    Change vs previous 13F -926 shares

    0.07% of the 13F portfolio, value $1,675,479.

    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 10,145 shares
    Change vs previous 13F -7,936 shares

    0.08% of the 13F portfolio, value $1,757,419.

    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 18,081 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,168,384.

    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).