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Avidian Wealth Enterprises, LLC: TLT position timeline

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

Avidian Wealth Enterprises, LLC held 7,654 TLT 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 7,654 shares
    Change vs previous 13F +643 shares

    0.02% of the 13F portfolio, value $595,353.

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

  2. period ended2026-06-30
    13F 7,011 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $605,917.

    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 7,004 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $607,204.

    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 6,999 shares
    Change vs previous 13F -1,264 shares

    0.02% of the 13F portfolio, value $610,069.

    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 8,263 shares
    Change vs previous 13F +4,238 shares

    0.03% of the 13F portfolio, value $738,444.

    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 4,025 shares
    Change vs previous 13F -1,157 shares

    0.01% of the 13F portfolio, value $355,168.

    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 5,182 shares
    Change vs previous 13F -6,020 shares

    0.02% of the 13F portfolio, value $471,745.

    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 11,202 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $978,241.

    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).