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Disclosery

Avidian Wealth Enterprises, LLC: SGOV position timeline

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

Avidian Wealth Enterprises, LLC held 22,065 SGOV 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 22,065 shares
    Change vs previous 13F -4,719 shares

    0.06% of the 13F portfolio, value $2,221,502.

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

  2. period ended2026-06-30
    13F 26,784 shares
    Change vs previous 13F -18,993 shares

    0.07% of the 13F portfolio, value $2,696,302.

    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 45,777 shares
    Change vs previous 13F +10,385 shares

    0.15% of the 13F portfolio, value $4,607,911.

    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 35,392 shares
    Change vs previous 13F +12,435 shares

    0.13% of the 13F portfolio, value $3,552,683.

    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 22,957 shares
    Change vs previous 13F -361 shares

    0.09% of the 13F portfolio, value $2,311,744.

    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 23,318 shares
    Change vs previous 13F -5,089 shares

    0.1% of the 13F portfolio, value $2,347,848.

    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 28,407 shares
    Change vs previous 13F +4,615 shares

    0.13% of the 13F portfolio, value $2,859,704.

    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 23,792 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,386,766.

    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).