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Disclosery

Avidian Wealth Enterprises, LLC: TBIL position timeline

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

Avidian Wealth Enterprises, LLC held 113,913 TBIL 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 113,913 shares
    Change vs previous 13F -150,370 shares

    0.16% of the 13F portfolio, value $5,678,558.

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

  2. period ended2026-06-30
    13F 264,283 shares
    Change vs previous 13F -21,491 shares

    0.37% of the 13F portfolio, value $13,177,143.

    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 285,774 shares
    Change vs previous 13F -13,321 shares

    0.45% of the 13F portfolio, value $14,248,698.

    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 299,095 shares
    Change vs previous 13F +118,776 shares

    0.54% of the 13F portfolio, value $14,918,870.

    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 180,319 shares
    Change vs previous 13F +23,425 shares

    0.34% of the 13F portfolio, value $9,015,959.

    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 156,894 shares
    Change vs previous 13F +7,705 shares

    0.32% of the 13F portfolio, value $7,843,927.

    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 149,189 shares
    Change vs previous 13F +68,763 shares

    0.33% of the 13F portfolio, value $7,460,960.

    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 80,426 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,010,062.

    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).