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Disclosery

Avidian Wealth Enterprises, LLC: VUSB position timeline

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

Avidian Wealth Enterprises, LLC held 20,516 VUSB 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 20,516 shares
    Change vs previous 13F -34,510 shares

    0.03% of the 13F portfolio, value $1,016,565.

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

  2. period ended2026-06-30
    13F 55,026 shares
    Change vs previous 13F +3,652 shares

    0.08% of the 13F portfolio, value $2,739,177.

    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 51,374 shares
    Change vs previous 13F +2,898 shares

    0.08% of the 13F portfolio, value $2,557,658.

    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 48,476 shares
    Change vs previous 13F -7,177 shares

    0.09% of the 13F portfolio, value $2,416,026.

    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 55,653 shares
    Change vs previous 13F +8,701 shares

    0.1% of the 13F portfolio, value $2,782,377.

    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 46,952 shares
    Change vs previous 13F -13,849 shares

    0.1% of the 13F portfolio, value $2,341,276.

    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 60,801 shares
    Change vs previous 13F -5,153 shares

    0.13% of the 13F portfolio, value $3,031,211.

    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 65,954 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,272,631.

    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).