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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

ABTX holding history

Allegiance Bancshares, Inc. in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ABTX overviewAll 13F holders of ABTXFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of ABTX by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−13,522−100.0%Sold outHolders
Q3 202213,522$563.0K<0.1%−12,625−48.3%ReducedHolders
Q2 202226,147$987.0K0.1%−496−1.9%ReducedHolders
Q1 202226,643$1.19M0.1%00.0%UnchangedHolders
Q4 202126,643$1.13M0.1%−495−1.8%ReducedHolders
Q3 202127,138$1.03M0.1%−1,835−6.3%ReducedHolders
Q2 202128,973$1.11M0.1%+1,500+5.5%AddedHolders
Q1 202127,473$1.11M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.