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Avidian Wealth Enterprises, LLC: SCZ position timeline

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

Avidian Wealth Enterprises, LLC held 14,016 SCZ 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 14,016 shares
    Change vs previous 13F -1,267 shares

    0.03% of the 13F portfolio, value $1,183,238.

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

  2. period ended2026-06-30
    13F 15,283 shares
    Change vs previous 13F -68 shares

    0.03% of the 13F portfolio, value $1,257,338.

    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 15,351 shares
    Change vs previous 13F -267 shares

    0.04% of the 13F portfolio, value $1,203,664.

    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 15,618 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $1,210,873.

    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 15,547 shares
    Change vs previous 13F -806 shares

    0.04% of the 13F portfolio, value $1,192,777.

    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 16,353 shares
    Change vs previous 13F +21 shares

    0.05% of the 13F portfolio, value $1,188,550.

    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 16,332 shares
    Change vs previous 13F -1,343 shares

    0.05% of the 13F portfolio, value $1,037,546.

    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 17,675 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,073,753.

    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).