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Disclosery

Avidian Wealth Enterprises, LLC: SCHX position timeline

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

Avidian Wealth Enterprises, LLC held 420,327 SCHX 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 420,327 shares
    Change vs previous 13F -2,899 shares

    0.35% of the 13F portfolio, value $12,609,810.

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

  2. period ended2026-06-30
    13F 423,226 shares
    Change vs previous 13F +106 shares

    0.35% of the 13F portfolio, value $12,455,555.

    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 423,120 shares
    Change vs previous 13F +913 shares

    0.34% of the 13F portfolio, value $10,848,791.

    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 422,207 shares
    Change vs previous 13F -3,070 shares

    0.41% of the 13F portfolio, value $11,361,602.

    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 425,277 shares
    Change vs previous 13F -1,058 shares

    0.42% of the 13F portfolio, value $11,201,788.

    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 426,335 shares
    Change vs previous 13F +25,207 shares

    0.42% of the 13F portfolio, value $10,419,638.

    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 401,128 shares
    Change vs previous 13F -9,625 shares

    0.39% of the 13F portfolio, value $8,856,896.

    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 410,753 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $9,521,249.

    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).