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Disclosery

Avidian Wealth Enterprises, LLC: SCMB position timeline

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

Avidian Wealth Enterprises, LLC held 2,232,098 SCMB 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 2,232,098 shares
    Change vs previous 13F +748,273 shares

    1.51% of the 13F portfolio, value $53,927,490.

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

  2. period ended2026-06-30
    13F 1,483,825 shares
    Change vs previous 13F -13,500 shares

    1.06% of the 13F portfolio, value $38,312,363.

    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 1,497,325 shares
    Change vs previous 13F -9,075 shares

    1.21% of the 13F portfolio, value $38,151,836.

    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 1,506,400 shares
    Change vs previous 13F -41,555 shares

    1.41% of the 13F portfolio, value $38,804,857.

    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 1,547,955 shares
    Change vs previous 13F +1,470,600 shares

    1.49% of the 13F portfolio, value $39,643,125.

    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 77,355 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,947,798.

    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).