Avidian Wealth Solutions, LLC
- SEC CIK
- 0001471474
- Latest filing
- Jul 24, 2026
ACCD holding history
Accolade, 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.
ACCD overviewAll 13F holders of ACCDFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −57,307−100.0% | Sold out | Holders |
| Q2 2023 | 57,307 | $771.9K | 0.1% | −221,738−79.5% | Reduced | Holders |
| Q1 2023 | 279,045 | $4.01M | 0.2% | +128,965+85.9% | Added | Holders |
| Q4 2022 | 150,080 | $1.17M | 0.1% | −148,035−49.7% | Reduced | Holders |
| Q3 2022 | 298,115 | $3.40M | 0.2% | +46,206+18.3% | Added | Holders |
| Q2 2022 | 251,909 | $1.86M | 0.1% | +95,010+60.6% | Added | Holders |
| Q1 2022 | 156,899 | $2.75M | 0.2% | +45,908+41.4% | Added | Holders |
| Q4 2021 | 110,991 | $2.93M | 0.2% | +28,103+33.9% | Added | Holders |
| Q3 2021 | 82,888 | $3.50M | 0.3% | +36,808+79.9% | Added | Holders |
| Q2 2021 | 46,080 | $2.50M | 0.2% | +46,080 | New | Holders |