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Disclosery

Avidian Wealth Enterprises, LLC: SCHG position timeline

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

Avidian Wealth Enterprises, LLC held 99,975 SCHG 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 99,975 shares
    Change vs previous 13F -2,252 shares

    0.1% of the 13F portfolio, value $3,592,092.

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

  2. period ended2026-06-30
    13F 102,227 shares
    Change vs previous 13F -3,852 shares

    0.1% of the 13F portfolio, value $3,459,374.

    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 106,079 shares
    Change vs previous 13F +38,892 shares

    0.1% of the 13F portfolio, value $3,090,090.

    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 67,187 shares
    Change vs previous 13F +25 shares

    0.08% of the 13F portfolio, value $2,191,630.

    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 67,162 shares
    Change vs previous 13F -658 shares

    0.08% of the 13F portfolio, value $2,143,133.

    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 67,820 shares
    Change vs previous 13F -2,673 shares

    0.08% of the 13F portfolio, value $1,981,019.

    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 70,493 shares
    Change vs previous 13F -337 shares

    0.08% of the 13F portfolio, value $1,765,145.

    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 70,830 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,974,018.

    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).