Skip to content
Disclosery

Avidian Wealth Enterprises, LLC: USFR position timeline

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

Avidian Wealth Enterprises, LLC held 69,466 USFR 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 69,466 shares
    Change vs previous 13F -941 shares

    0.1% of the 13F portfolio, value $3,500,406.

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

  2. period ended2026-06-30
    13F 70,407 shares
    Change vs previous 13F -1,816 shares

    0.1% of the 13F portfolio, value $3,544,986.

    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 72,223 shares
    Change vs previous 13F +993 shares

    0.12% of the 13F portfolio, value $3,635,705.

    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 71,230 shares
    Change vs previous 13F -9,952 shares

    0.13% of the 13F portfolio, value $3,584,298.

    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 81,182 shares
    Change vs previous 13F -2,538 shares

    0.15% of the 13F portfolio, value $4,081,040.

    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 83,720 shares
    Change vs previous 13F -39 shares

    0.17% of the 13F portfolio, value $4,211,946.

    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 83,759 shares
    Change vs previous 13F +24,024 shares

    0.19% of the 13F portfolio, value $4,215,608.

    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 59,735 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,005,877.

    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).