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Disclosery

Avidian Wealth Enterprises, LLC: XLK position timeline

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

Avidian Wealth Enterprises, LLC held 13,154 XLK 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 13,154 shares
    Change vs previous 13F -1,065 shares

    0.07% of the 13F portfolio, value $2,574,911.

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

  2. period ended2026-06-30
    13F 14,219 shares
    Change vs previous 13F -463 shares

    0.08% of the 13F portfolio, value $2,708,925.

    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 14,682 shares
    Change vs previous 13F +329 shares

    0.06% of the 13F portfolio, value $1,951,241.

    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 14,353 shares
    Change vs previous 13F +6,950 shares

    0.08% of the 13F portfolio, value $2,066,400.

    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 7,403 shares
    Change vs previous 13F +71 shares

    0.08% of the 13F portfolio, value $2,086,616.

    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 7,332 shares
    Change vs previous 13F -150 shares

    0.08% of the 13F portfolio, value $1,856,614.

    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 7,482 shares
    Change vs previous 13F -1,042 shares

    0.07% of the 13F portfolio, value $1,544,924.

    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 8,524 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,982,102.

    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).