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Disclosery

Avidian Wealth Enterprises, LLC: UPS position timeline

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

Avidian Wealth Enterprises, LLC held 25,261 UPS 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 25,261 shares
    Change vs previous 13F -1,106 shares

    0.07% of the 13F portfolio, value $2,360,398.

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

  2. period ended2026-06-30
    13F 26,367 shares
    Change vs previous 13F +2,592 shares

    0.08% of the 13F portfolio, value $2,834,474.

    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 23,775 shares
    Change vs previous 13F +10,726 shares

    0.07% of the 13F portfolio, value $2,338,946.

    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 13,049 shares
    Change vs previous 13F +16 shares

    0.05% of the 13F portfolio, value $1,294,291.

    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 13,033 shares
    Change vs previous 13F -152 shares

    0.04% of the 13F portfolio, value $1,088,643.

    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 13,185 shares
    Change vs previous 13F -730 shares

    0.05% of the 13F portfolio, value $1,330,904.

    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 13,915 shares
    Change vs previous 13F -526 shares

    0.07% of the 13F portfolio, value $1,530,509.

    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 14,441 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,820,951.

    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).