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Disclosery

Avidian Wealth Enterprises, LLC: WM position timeline

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

Avidian Wealth Enterprises, LLC held 5,919 WM 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 5,919 shares
    Change vs previous 13F -360 shares

    0.03% of the 13F portfolio, value $1,206,971.

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

  2. period ended2026-06-30
    13F 6,279 shares
    Change vs previous 13F +171 shares

    0.04% of the 13F portfolio, value $1,399,526.

    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 6,108 shares
    Change vs previous 13F +2,806 shares

    0.04% of the 13F portfolio, value $1,403,462.

    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 3,302 shares
    Change vs previous 13F +35 shares

    0.03% of the 13F portfolio, value $725,392.

    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 3,267 shares
    Change vs previous 13F +228 shares

    0.03% of the 13F portfolio, value $721,501.

    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 3,039 shares
    Change vs previous 13F +123 shares

    0.03% of the 13F portfolio, value $695,338.

    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 2,916 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $675,017.

    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 2,896 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $584,297.

    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).