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Avidian Wealth Enterprises, LLC: SPHD position timeline

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

Avidian Wealth Enterprises, LLC held 437,247 SPHD 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 437,247 shares
    Change vs previous 13F -40,210 shares

    0.59% of the 13F portfolio, value $21,066,579.

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

  2. period ended2026-06-30
    13F 477,457 shares
    Change vs previous 13F +8,500 shares

    0.67% of the 13F portfolio, value $24,273,889.

    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 468,957 shares
    Change vs previous 13F +3,985 shares

    0.74% of the 13F portfolio, value $23,264,939.

    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 464,972 shares
    Change vs previous 13F +17,598 shares

    0.81% of the 13F portfolio, value $22,318,660.

    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 447,374 shares
    Change vs previous 13F +9,834 shares

    0.83% of the 13F portfolio, value $22,122,639.

    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 437,540 shares
    Change vs previous 13F +17,288 shares

    0.85% of the 13F portfolio, value $20,809,396.

    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 420,252 shares
    Change vs previous 13F -15,393 shares

    0.94% of the 13F portfolio, value $21,109,277.

    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 435,645 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $21,046,028.

    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).