Skip to content
Disclosery

Avidian Wealth Enterprises, LLC: XLC position timeline

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

Avidian Wealth Enterprises, LLC held 10,371 XLC 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 10,371 shares
    Change vs previous 13F -877 shares

    0.03% of the 13F portfolio, value $1,150,830.

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

  2. period ended2026-06-30
    13F 11,248 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,204,960.

    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 11,248 shares
    Change vs previous 13F -64 shares

    0.04% of the 13F portfolio, value $1,246,913.

    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 11,312 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $1,331,665.

    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 11,311 shares
    Change vs previous 13F -178 shares

    0.05% of the 13F portfolio, value $1,338,857.

    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 11,489 shares
    Change vs previous 13F -171 shares

    0.05% of the 13F portfolio, value $1,246,871.

    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 11,660 shares
    Change vs previous 13F +1,266 shares

    0.05% of the 13F portfolio, value $1,124,573.

    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 10,394 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,006,251.

    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).