Skip to content
Disclosery

Avidian Wealth Enterprises, LLC: TQQQ position timeline

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

Avidian Wealth Enterprises, LLC held 146,600 TQQQ 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 146,600 shares
    Change vs previous 13F -68 shares

    0.32% of the 13F portfolio, value $11,439,198.

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

  2. period ended2026-06-30
    13F 146,668 shares
    Change vs previous 13F -70,332 shares

    0.33% of the 13F portfolio, value $11,880,121.

    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 217,000 shares
    Change vs previous 13F +40,000 shares

    0.29% of the 13F portfolio, value $9,044,560.

    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 177,000 shares
    Change vs previous 13F +88,500 shares

    0.34% of the 13F portfolio, value $9,331,440.

    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 88,500 shares
    Change vs previous 13F -12,000 shares

    0.34% of the 13F portfolio, value $9,150,900.

    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 100,500 shares
    Change vs previous 13F -265,950 shares

    0.34% of the 13F portfolio, value $8,341,500.

    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 366,450 shares
    Change vs previous 13F +186,716 shares

    0.93% of the 13F portfolio, value $20,997,585.

    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 179,734 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $14,222,382.

    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).