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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

CFMS holding history

Conformis 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.

CFMS overviewAll 13F holders of CFMSFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q3 2021
Holdings of CFMS by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−34,189−100.0%Sold outHolders
Q2 202334,189$74.9K<0.1%−2,819−7.6%ReducedHolders
Q1 202337,008$59.6K<0.1%00.0%UnchangedHolders
Q4 202237,008$122.9K<0.1%+1,999+5.7%AddedConverted for a 1-for-25 splitHolders
Q3 2022875,223$167.0K<0.1%00.0%UnchangedHolders
Q2 2022875,223$310.0K<0.1%+365,255+71.6%AddedHolders
Q1 2022509,968$318.0K<0.1%+234,000+84.8%AddedHolders
Q4 2021275,968$210.0K<0.1%+174,746+172.6%AddedHolders
Q3 2021101,222$135.0K<0.1%+101,222NewHolders