Avidian Wealth Enterprises, LLC: XLV position timeline

Avidian Wealth Enterprises, LLC held 3,531 XLV 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 3,531 shares

   Change vs previous 13F +2 shares

   0.02% of the 13F portfolio, value $594,637.

   13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
   Accepted 2026-10-08 14:22:16 UTC, ingested 2026-10-08 14:22:53 UTC

2. period ended2026-06-30

   13F 3,529 shares

   Change vs previous 13F +5 shares

   0.02% of the 13F portfolio, value $559,904.

   13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 3,524 shares

   Change vs previous 13F -214 shares

   0.02% of the 13F portfolio, value $516,714.

   13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 3,738 shares

   Change vs previous 13F +35 shares

   0.02% of the 13F portfolio, value $578,685.

   13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 3,703 shares

   Change vs previous 13F +641 shares

   0.02% of the 13F portfolio, value $515,402.

   13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 3,062 shares

   Change vs previous 13F -24 shares

   0.02% of the 13F portfolio, value $412,690.

   13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 3,086 shares

   Change vs previous 13F -280 shares

   0.02% of the 13F portfolio, value $450,552.

   13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 3,366 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $463,012.

   13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).