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Disclosery

Avidian Wealth Enterprises, LLC: VTI position timeline

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

Avidian Wealth Enterprises, LLC held 14,742 VTI 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 14,742 shares
    Change vs previous 13F +1,682 shares

    0.15% of the 13F portfolio, value $5,517,174.

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

  2. period ended2026-06-30
    13F 13,060 shares
    Change vs previous 13F +430 shares

    0.13% of the 13F portfolio, value $4,832,587.

    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 12,630 shares
    Change vs previous 13F +4,729 shares

    0.13% of the 13F portfolio, value $4,051,749.

    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 7,901 shares
    Change vs previous 13F +272 shares

    0.1% of the 13F portfolio, value $2,648,852.

    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 7,629 shares
    Change vs previous 13F +276 shares

    0.09% of the 13F portfolio, value $2,503,540.

    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 7,353 shares
    Change vs previous 13F -1,747 shares

    0.09% of the 13F portfolio, value $2,234,807.

    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 9,100 shares
    Change vs previous 13F +2,154 shares

    0.11% of the 13F portfolio, value $2,500,975.

    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 6,946 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,013,158.

    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).