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Disclosery

Avidian Wealth Enterprises, LLC: SUB position timeline

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

Avidian Wealth Enterprises, LLC held 32,870 SUB 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 32,870 shares
    Change vs previous 13F +160 shares

    0.1% of the 13F portfolio, value $3,436,186.

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

  2. period ended2026-06-30
    13F 32,710 shares
    Change vs previous 13F -254 shares

    0.1% of the 13F portfolio, value $3,482,584.

    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 32,964 shares
    Change vs previous 13F +132 shares

    0.11% of the 13F portfolio, value $3,510,706.

    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 32,832 shares
    Change vs previous 13F -208 shares

    0.13% of the 13F portfolio, value $3,503,187.

    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 33,040 shares
    Change vs previous 13F +111 shares

    0.13% of the 13F portfolio, value $3,528,007.

    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 32,929 shares
    Change vs previous 13F -323 shares

    0.14% of the 13F portfolio, value $3,501,648.

    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 33,252 shares
    Change vs previous 13F -7,162 shares

    0.16% of the 13F portfolio, value $3,511,405.

    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 40,414 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,262,818.

    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).