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Disclosery

Avidian Wealth Enterprises, LLC: VB position timeline

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

Avidian Wealth Enterprises, LLC held 7,621 VB 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 7,621 shares
    Change vs previous 13F +191 shares

    0.06% of the 13F portfolio, value $2,168,158.

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

  2. period ended2026-06-30
    13F 7,430 shares
    Change vs previous 13F +4,433 shares

    0.06% of the 13F portfolio, value $2,252,174.

    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 2,997 shares
    Change vs previous 13F +200 shares

    0.02% of the 13F portfolio, value $784,941.

    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 2,797 shares
    Change vs previous 13F +317 shares

    0.03% of the 13F portfolio, value $721,401.

    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 2,480 shares
    Change vs previous 13F -42 shares

    0.02% of the 13F portfolio, value $630,694.

    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 2,522 shares
    Change vs previous 13F -3,344 shares

    0.02% of the 13F portfolio, value $597,697.

    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 5,866 shares
    Change vs previous 13F +3,772 shares

    0.06% of the 13F portfolio, value $1,300,748.

    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 2,094 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $503,055.

    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).