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Disclosery

Avidian Wealth Enterprises, LLC: SRE position timeline

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

Avidian Wealth Enterprises, LLC held 2,781 SRE 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 2,781 shares
    Change vs previous 13F +223 shares

    0.01% of the 13F portfolio, value $216,790.

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

  2. period ended2026-06-30
    13F 2,558 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $237,131.

    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 2,508 shares
    Change vs previous 13F +207 shares

    0.01% of the 13F portfolio, value $243,721.

    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 2,301 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $203,187.

    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 2,292 shares
    Change vs previous 13F -606 shares

    0.01% of the 13F portfolio, value $206,241.

    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 2,898 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $219,561.

    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).