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Disclosery

Avidian Wealth Enterprises, LLC: SPYM position timeline

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

Avidian Wealth Enterprises, LLC held 862,435 SPYM 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 862,435 shares
    Change vs previous 13F -110,741 shares

    2.16% of the 13F portfolio, value $77,412,142.

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

  2. period ended2026-06-30
    13F 973,176 shares
    Change vs previous 13F -77,147 shares

    2.37% of the 13F portfolio, value $85,522,705.

    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 1,050,323 shares
    Change vs previous 13F +16,641 shares

    2.55% of the 13F portfolio, value $80,391,719.

    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 1,033,682 shares
    Change vs previous 13F -5,551 shares

    3.02% of the 13F portfolio, value $82,921,987.

    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 1,039,233 shares
    Change vs previous 13F +275,942 shares

    3.07% of the 13F portfolio, value $81,413,533.

    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 763,291 shares
    Change vs previous 13F -222,505 shares

    2.26% of the 13F portfolio, value $55,483,640.

    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 985,796 shares
    Change vs previous 13F +145,555 shares

    2.89% of the 13F portfolio, value $64,825,946.

    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 840,241 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $57,926,218.

    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).