Avidian Wealth Solutions, LLC

SEC CIK: 0001471474
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

ARES holding history

Ares Management Corp 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.

ARES overview All 13F holders of ARES Full Q2 2026 holdings

Shares (Q2 2026): 4,654
Value: $518.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2024

Holdings of ARES by Avidian Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,654	$518.1K	<0.1%	+1,124+31.8%	Added	Holders
Q1 2026	3,530	$385.2K	<0.1%	+3,530	New	Holders
Q2 2024	0	$0	0.0%	−2,165−100.0%	Sold out	Holders
Q1 2024	2,165	$287.9K	<0.1%	+2,165	New	Holders