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Disclosery

Avidian Wealth Enterprises, LLC: V position timeline

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

Avidian Wealth Enterprises, LLC held 18,356 V 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 18,356 shares
    Change vs previous 13F -3 shares

    0.18% of the 13F portfolio, value $6,595,737.

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

  2. period ended2026-06-30
    13F 18,359 shares
    Change vs previous 13F +1,627 shares

    0.17% of the 13F portfolio, value $6,298,854.

    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 16,732 shares
    Change vs previous 13F +7,912 shares

    0.16% of the 13F portfolio, value $5,057,214.

    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 8,820 shares
    Change vs previous 13F -201 shares

    0.11% of the 13F portfolio, value $3,093,328.

    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 9,021 shares
    Change vs previous 13F +704 shares

    0.12% of the 13F portfolio, value $3,079,484.

    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 8,317 shares
    Change vs previous 13F +487 shares

    0.12% of the 13F portfolio, value $2,952,985.

    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 7,830 shares
    Change vs previous 13F -1,070 shares

    0.12% of the 13F portfolio, value $2,743,957.

    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 8,900 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,812,658.

    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).