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Disclosery

Avidian Wealth Enterprises, LLC: VLO position timeline

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

Avidian Wealth Enterprises, LLC held 10,278 VLO 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 10,278 shares
    Change vs previous 13F -95 shares

    0.11% of the 13F portfolio, value $3,983,800.

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

  2. period ended2026-06-30
    13F 10,373 shares
    Change vs previous 13F +2,292 shares

    0.07% of the 13F portfolio, value $2,701,618.

    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 8,081 shares
    Change vs previous 13F +18 shares

    0.06% of the 13F portfolio, value $1,996,702.

    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 8,063 shares
    Change vs previous 13F +28 shares

    0.05% of the 13F portfolio, value $1,312,504.

    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 8,035 shares
    Change vs previous 13F +1,382 shares

    0.05% of the 13F portfolio, value $1,368,067.

    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 6,653 shares
    Change vs previous 13F -1,080 shares

    0.04% of the 13F portfolio, value $894,337.

    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 7,733 shares
    Change vs previous 13F -1,459 shares

    0.05% of the 13F portfolio, value $1,021,326.

    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 9,192 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,126,789.

    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).