Skip to content
Disclosery

Avidian Wealth Enterprises, LLC: VCSH position timeline

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

Avidian Wealth Enterprises, LLC held 37,689 VCSH 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 37,689 shares
    Change vs previous 13F +731 shares

    0.08% of the 13F portfolio, value $2,911,446.

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

  2. period ended2026-06-30
    13F 36,958 shares
    Change vs previous 13F +1,941 shares

    0.08% of the 13F portfolio, value $2,920,828.

    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 35,017 shares
    Change vs previous 13F +1,335 shares

    0.09% of the 13F portfolio, value $2,775,774.

    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 33,682 shares
    Change vs previous 13F -986 shares

    0.1% of the 13F portfolio, value $2,685,426.

    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 34,668 shares
    Change vs previous 13F +849 shares

    0.1% of the 13F portfolio, value $2,770,995.

    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 33,819 shares
    Change vs previous 13F -490 shares

    0.11% of the 13F portfolio, value $2,688,603.

    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 34,309 shares
    Change vs previous 13F +435 shares

    0.12% of the 13F portfolio, value $2,708,369.

    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 33,874 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,642,525.

    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).