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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

BA holding history

Boeing Co 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.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
7,644
Value
$1.65M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BA by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,644$1.65M<0.1%+1,203+18.7%AddedHolders
Q1 20266,441$1.28M<0.1%+577+9.8%AddedHolders
Q4 20255,864$1.27M<0.1%+280+5.0%AddedHolders
Q3 20255,584$1.21M<0.1%+1,242+28.6%AddedHolders
Q2 20254,342$909.8K<0.1%+253+6.2%AddedHolders
Q1 20254,089$697.4K<0.1%−191−4.5%ReducedHolders
Q4 20244,280$757.6K<0.1%+171+4.2%AddedHolders
Q3 20244,109$624.7K<0.1%+18+0.4%AddedHolders
Q2 20244,091$744.6K<0.1%−926−18.5%ReducedHolders
Q1 20245,017$968.2K0.1%+129+2.6%AddedHolders
Q4 20234,888$1.27M0.1%00.0%UnchangedHolders
Q3 20234,888$936.9K0.1%−678−12.2%ReducedHolders
Q2 20235,566$1.18M0.1%−17,884−76.3%ReducedHolders
Q1 202323,450$4.98M0.3%+5,156+28.2%AddedHolders
Q4 202218,294$3.48M0.2%+4,572+33.3%AddedHolders
Q3 202213,722$1.66M0.1%−145−1.0%ReducedHolders
Q2 202213,867$1.90M0.1%+645+4.9%AddedHolders
Q1 202213,222$2.53M0.2%−370−2.7%ReducedHolders
Q4 202113,592$2.74M0.2%+2,129+18.6%AddedHolders
Q3 202111,463$2.52M0.2%−564−4.7%ReducedHolders
Q2 202112,027$2.88M0.2%+600+5.3%AddedHolders
Q1 202111,427$2.91M0.2%––Holders

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