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Disclosery

Avidian Wealth Enterprises, LLC: VLUE position timeline

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

Avidian Wealth Enterprises, LLC held 1,850 VLUE 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 1,850 shares
    Change vs previous 13F -110,801 shares

    0.01% of the 13F portfolio, value $366,343.

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

  2. period ended2026-06-30
    13F 112,651 shares
    Change vs previous 13F +47,560 shares

    0.62% of the 13F portfolio, value $22,508,793.

    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 65,091 shares
    Change vs previous 13F -80,860 shares

    0.29% of the 13F portfolio, value $9,255,352.

    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 145,951 shares
    Change vs previous 13F -1,495 shares

    0.73% of the 13F portfolio, value $19,955,826.

    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 147,446 shares
    Change vs previous 13F -42,811 shares

    0.69% of the 13F portfolio, value $18,438,092.

    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 190,257 shares
    Change vs previous 13F +6,181 shares

    0.88% of the 13F portfolio, value $21,538,968.

    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 184,076 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $19,631,745.

    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).