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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

CCF holding history

Chase 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.

CCF overviewAll 13F holders of CCFFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2021
Holdings of CCF by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−4,900−100.0%Sold outHolders
Q3 20234,900$623.4K<0.1%−970−16.5%ReducedHolders
Q2 20235,870$711.6K<0.1%+1,993+51.4%AddedHolders
Q1 20233,877$406.0K<0.1%00.0%UnchangedHolders
Q4 20223,877$334.4K<0.1%00.0%UnchangedHolders
Q3 20223,877$324.0K<0.1%−72−1.8%ReducedHolders
Q2 20223,949$307.0K<0.1%−658−14.3%ReducedHolders
Q1 20224,607$400.0K<0.1%−520−10.1%ReducedHolders
Q4 20215,127$510.0K<0.1%+5,127NewHolders