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Avidian Wealth Enterprises, LLC: SCHZ position timeline

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

Avidian Wealth Enterprises, LLC held 10,277 SCHZ 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 10,277 shares
    Change vs previous 13F -72,305 shares

    0.01% of the 13F portfolio, value $227,123.

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

  2. period ended2026-06-30
    13F 82,582 shares
    Change vs previous 13F +1,056 shares

    0.05% of the 13F portfolio, value $1,910,124.

    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 81,526 shares
    Change vs previous 13F -6,594 shares

    0.06% of the 13F portfolio, value $1,893,041.

    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 88,120 shares
    Change vs previous 13F -21,194 shares

    0.07% of the 13F portfolio, value $2,059,366.

    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 109,314 shares
    Change vs previous 13F +19,658 shares

    0.1% of the 13F portfolio, value $2,565,604.

    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 89,656 shares
    Change vs previous 13F +529 shares

    0.08% of the 13F portfolio, value $2,083,608.

    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 89,127 shares
    Change vs previous 13F -5,156 shares

    0.09% of the 13F portfolio, value $2,064,187.

    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 94,283 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,140,216.

    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).