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Disclosery

Avidian Wealth Enterprises, LLC: SCHH position timeline

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

Avidian Wealth Enterprises, LLC held 0 SCHH shares at 2025-06-30 per its 13F-HR filed 2025-07-30.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -10,741 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 10,741 shares
    Change vs previous 13F +44 shares

    0.01% of the 13F portfolio, value $231,042.

    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).

  3. period ended2024-12-31
    13F 10,697 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $225,272.

    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).