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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

ARM holding history

Arm Holdings PLC 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.

ARM overviewAll 13F holders of ARMFull Q2 2026 holdings

Shares (Q2 2026)
1,185
Value
$420.1K
% of portfolio
<0.1%
Quarters held
4
Since Q2 2024
Holdings of ARM by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,185$420.1K<0.1%+1,185NewHolders
Q4 20250$00.0%−1,664−100.0%Sold outHolders
Q3 20251,664$235.4K<0.1%−200−10.7%ReducedHolders
Q2 20251,864$301.5K<0.1%+1,864NewHolders
Q3 20240$00.0%−1,340−100.0%Sold outHolders
Q2 20241,340$219.2K<0.1%+1,340NewHolders