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Avidian Wealth Enterprises, LLC: VSS position timeline

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

Avidian Wealth Enterprises, LLC held 2,710 VSS 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 2,710 shares
    Change vs previous 13F -614 shares

    0.01% of the 13F portfolio, value $420,692.

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

  2. period ended2026-06-30
    13F 3,324 shares
    Change vs previous 13F -96 shares

    0.01% of the 13F portfolio, value $512,798.

    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 3,420 shares
    Change vs previous 13F -15 shares

    0.02% of the 13F portfolio, value $498,594.

    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 3,435 shares
    Change vs previous 13F -985 shares

    0.02% of the 13F portfolio, value $492,408.

    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 4,420 shares
    Change vs previous 13F -1,121 shares

    0.02% of the 13F portfolio, value $630,086.

    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 5,541 shares
    Change vs previous 13F -3,780 shares

    0.03% of the 13F portfolio, value $744,594.

    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 9,321 shares
    Change vs previous 13F -43 shares

    0.05% of the 13F portfolio, value $1,077,560.

    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 9,364 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,072,004.

    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).