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Disclosery

Avidian Wealth Enterprises, LLC: TRV position timeline

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

Avidian Wealth Enterprises, LLC held 2,259 TRV 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 2,259 shares
    Change vs previous 13F +318 shares

    0.02% of the 13F portfolio, value $805,501.

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

  2. period ended2026-06-30
    13F 1,941 shares
    Change vs previous 13F +58 shares

    0.02% of the 13F portfolio, value $640,786.

    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 1,883 shares
    Change vs previous 13F +827 shares

    0.02% of the 13F portfolio, value $549,230.

    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 1,056 shares
    Change vs previous 13F +72 shares

    0.01% of the 13F portfolio, value $306,287.

    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 984 shares
    Change vs previous 13F +63 shares

    0.01% of the 13F portfolio, value $274,745.

    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 921 shares
    Change vs previous 13F +145 shares

    0.01% of the 13F portfolio, value $246,397.

    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 776 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $205,171.

    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).