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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

CHRW holding history

C. H. Robinson Worldwide, 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.

CHRW overviewAll 13F holders of CHRWFull Q2 2026 holdings

Shares (Q2 2026)
3,873
Value
$729.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CHRW by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,873$729.4K<0.1%+88+2.3%AddedHolders
Q1 20263,785$628.6K<0.1%+166+4.6%AddedHolders
Q4 20253,619$581.9K<0.1%+151+4.4%AddedHolders
Q3 20253,468$459.2K<0.1%−411−10.6%ReducedHolders
Q2 20253,879$372.2K<0.1%−85−2.1%ReducedHolders
Q1 20253,964$405.9K<0.1%−35−0.9%ReducedHolders
Q4 20243,999$413.1K<0.1%−11−0.3%ReducedHolders
Q3 20244,010$442.6K<0.1%−285−6.6%ReducedHolders
Q2 20244,295$378.5K<0.1%+60+1.4%AddedHolders
Q1 20244,235$322.4K<0.1%+6+0.1%AddedHolders
Q4 20234,229$365.4K<0.1%−90−2.1%ReducedHolders
Q3 20234,319$372.0K<0.1%−4,311−50.0%ReducedHolders
Q2 20238,630$814.2K0.1%+179+2.1%AddedHolders
Q1 20238,451$839.8K<0.1%−163−1.9%ReducedHolders
Q4 20228,614$788.7K0.1%−1,521−15.0%ReducedHolders
Q3 202210,135$976.0K0.1%+449+4.6%AddedHolders
Q2 20229,686$982.0K0.1%−3,126−24.4%ReducedHolders
Q1 202212,812$1.38M0.1%+2,875+28.9%AddedHolders
Q4 20219,937$1.07M0.1%+313+3.3%AddedHolders
Q3 20219,624$837.0K0.1%+3,176+49.3%AddedHolders
Q2 20216,448$604.0K<0.1%+896+16.1%AddedHolders
Q1 20215,552$530.0K<0.1%––Holders

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