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Disclosery

Avidian Wealth Enterprises, LLC: XLE position timeline

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

Avidian Wealth Enterprises, LLC held 21,320 XLE 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 21,320 shares
    Change vs previous 13F -109 shares

    0.04% of the 13F portfolio, value $1,311,154.

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

  2. period ended2026-06-30
    13F 21,429 shares
    Change vs previous 13F -97 shares

    0.03% of the 13F portfolio, value $1,138,099.

    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 21,526 shares
    Change vs previous 13F -10,814 shares

    0.04% of the 13F portfolio, value $1,318,671.

    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 32,340 shares
    Change vs previous 13F +16,399 shares

    0.05% of the 13F portfolio, value $1,445,901.

    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 15,941 shares
    Change vs previous 13F -2,150 shares

    0.05% of the 13F portfolio, value $1,424,172.

    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 18,091 shares
    Change vs previous 13F -120 shares

    0.06% of the 13F portfolio, value $1,534,318.

    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 18,211 shares
    Change vs previous 13F +129 shares

    0.08% of the 13F portfolio, value $1,701,855.

    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 18,082 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,548,890.

    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).