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Disclosery

Avidian Wealth Enterprises, LLC: WBI position timeline

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

Avidian Wealth Enterprises, LLC held 7,906 WBI 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 7,906 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $222,307.

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

  2. period ended2026-06-30
    13F 7,896 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $270,610.

    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 7,886 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $211,274.

    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).