Skip to content
Disclosery

Avidian Wealth Enterprises, LLC: WSM position timeline

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

Avidian Wealth Enterprises, LLC held 22,941 WSM 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 22,941 shares
    Change vs previous 13F -362 shares

    0.15% of the 13F portfolio, value $5,229,110.

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

  2. period ended2026-06-30
    13F 23,303 shares
    Change vs previous 13F +85 shares

    0.15% of the 13F portfolio, value $5,431,842.

    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 23,218 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,233,255.

    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).