Skip to content
Disclosery

Avidian Wealth Enterprises, LLC: TFC position timeline

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

Avidian Wealth Enterprises, LLC held 41,571 TFC 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 41,571 shares
    Change vs previous 13F +3,263 shares

    0.05% of the 13F portfolio, value $1,924,754.

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

  2. period ended2026-06-30
    13F 38,308 shares
    Change vs previous 13F +2,313 shares

    0.05% of the 13F portfolio, value $1,908,500.

    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 35,995 shares
    Change vs previous 13F +31,754 shares

    0.05% of the 13F portfolio, value $1,654,702.

    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 4,241 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $208,707.

    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).