Skip to content
Disclosery

Avidian Wealth Enterprises, LLC: USA position timeline

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

Avidian Wealth Enterprises, LLC held 27,772 USA 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 27,772 shares
    Change vs previous 13F +10,122 shares

    <0.01% of the 13F portfolio, value $160,242.

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

  2. period ended2026-06-30
    13F 17,650 shares
    Change vs previous 13F +280 shares

    <0.01% of the 13F portfolio, value $102,549.

    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 17,370 shares
    Change vs previous 13F +590 shares

    <0.01% of the 13F portfolio, value $96,403.

    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 16,780 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $105,376.

    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 16,780 shares
    Change vs previous 13F +269 shares

    <0.01% of the 13F portfolio, value $106,383.

    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 16,511 shares
    Change vs previous 13F +216 shares

    <0.01% of the 13F portfolio, value $112,438.

    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 16,295 shares
    Change vs previous 13F +461 shares

    <0.01% of the 13F portfolio, value $106,736.

    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 15,834 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $110,049.

    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).