Skip to main content

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

DJP holding history

Barclays Bank 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.

DJP overviewAll 13F holders of DJPFull Q2 2026 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of DJP by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−18,271−100.0%Sold outHolders
Q2 202218,271$636.0K<0.1%00.0%UnchangedHolders
Q1 202218,271$674.0K<0.1%+6,520+55.5%AddedHolders
Q4 202111,751$337.0K<0.1%00.0%UnchangedHolders
Q3 202111,751$344.0K<0.1%00.0%UnchangedHolders
Q2 202111,751$320.0K<0.1%00.0%UnchangedHolders
Q1 202111,751$278.0K<0.1%––Holders

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