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Disclosery

Avidian Wealth Enterprises, LLC: XLG position timeline

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

Avidian Wealth Enterprises, LLC held 3,727 XLG 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 3,727 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $237,066.

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

  2. period ended2026-06-30
    13F 3,727 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $228,196.

    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 3,732 shares
    Change vs previous 13F -41,533 shares

    0.01% of the 13F portfolio, value $203,573.

    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 45,265 shares
    Change vs previous 13F -8,196 shares

    0.1% of the 13F portfolio, value $2,683,325.

    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 53,461 shares
    Change vs previous 13F +28,205 shares

    0.12% of the 13F portfolio, value $3,075,074.

    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 25,256 shares
    Change vs previous 13F +6,295 shares

    0.05% of the 13F portfolio, value $1,315,823.

    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 18,961 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $872,607.

    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).