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Avidian Wealth Enterprises, LLC: VXF position timeline

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

Avidian Wealth Enterprises, LLC held 5,779 VXF 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 5,779 shares
    Change vs previous 13F +2,007 shares

    0.04% of the 13F portfolio, value $1,338,503.

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

  2. period ended2026-06-30
    13F 3,772 shares
    Change vs previous 13F +121 shares

    0.03% of the 13F portfolio, value $928,607.

    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 3,651 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $751,478.

    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).