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Avidian Wealth Enterprises, LLC: USIG position timeline

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

Avidian Wealth Enterprises, LLC held 1,859,065 USIG 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 1,859,065 shares
    Change vs previous 13F +101,776 shares

    2.53% of the 13F portfolio, value $90,555,066.

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

  2. period ended2026-06-30
    13F 1,757,289 shares
    Change vs previous 13F +65,149 shares

    2.5% of the 13F portfolio, value $90,131,360.

    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 1,692,140 shares
    Change vs previous 13F +164,221 shares

    2.75% of the 13F portfolio, value $86,688,329.

    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 1,527,919 shares
    Change vs previous 13F +95,477 shares

    2.88% of the 13F portfolio, value $79,100,362.

    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 1,432,442 shares
    Change vs previous 13F +72,046 shares

    2.82% of the 13F portfolio, value $74,802,144.

    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 1,360,396 shares
    Change vs previous 13F +86,746 shares

    2.85% of the 13F portfolio, value $69,978,792.

    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 1,273,650 shares
    Change vs previous 13F +235,052 shares

    2.9% of the 13F portfolio, value $65,058,031.

    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 1,038,598 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $52,220,724.

    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).