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Disclosery

Avidian Wealth Enterprises, LLC: SCHO position timeline

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

Avidian Wealth Enterprises, LLC held 672,701 SCHO 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 672,701 shares
    Change vs previous 13F +20,442 shares

    0.45% of the 13F portfolio, value $16,050,652.

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

  2. period ended2026-06-30
    13F 652,259 shares
    Change vs previous 13F +14,425 shares

    0.44% of the 13F portfolio, value $15,745,529.

    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 637,834 shares
    Change vs previous 13F +45,813 shares

    0.49% of the 13F portfolio, value $15,480,234.

    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 592,021 shares
    Change vs previous 13F +14,200 shares

    0.53% of the 13F portfolio, value $14,427,562.

    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 577,821 shares
    Change vs previous 13F +14,463 shares

    0.53% of the 13F portfolio, value $14,098,837.

    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 563,358 shares
    Change vs previous 13F +18,913 shares

    0.56% of the 13F portfolio, value $13,734,676.

    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 544,445 shares
    Change vs previous 13F +146,760 shares

    0.59% of the 13F portfolio, value $13,251,798.

    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 397,685 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $9,568,295.

    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).