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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

AI holding history

C3.ai, 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.

AI overviewAll 13F holders of AIFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of AI by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−10,500−100.0%Sold outHolders
Q3 202210,500$131.0K<0.1%+10,500NewHolders
Q4 20210$00.0%−7,700−100.0%Sold outHolders
Q3 20217,700$357.0K<0.1%+1,000+14.9%AddedHolders
Q2 20216,700$419.0K<0.1%+1,700+34.0%AddedHolders
Q1 20215,000$330.0K<0.1%––Holders

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