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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

EPD holding history

Enterprise Products Partners L.P. 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.

EPD overviewAll 13F holders of EPDFull Q2 2026 holdings

Shares (Q2 2026)
71,867
Value
$2.64M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of EPD by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202671,867$2.64M0.1%+481+0.7%AddedHolders
Q1 202671,386$2.70M0.1%+4,543+6.8%AddedHolders
Q4 202566,843$2.14M0.1%−9,635−12.6%ReducedHolders
Q3 202576,478$2.39M0.1%+1,191+1.6%AddedHolders
Q2 202575,287$2.33M0.1%+11,792+18.6%AddedHolders
Q1 202563,495$2.17M0.1%+1,756+2.8%AddedHolders
Q4 202461,739$1.94M0.1%−974−1.6%ReducedHolders
Q3 202462,713$1.83M0.1%−59−0.1%ReducedHolders
Q2 202462,772$1.82M0.1%+16,168+34.7%AddedHolders
Q1 202446,604$1.36M0.1%−7,622−14.1%ReducedHolders
Q4 202354,226$1.43M0.1%−4,208−7.2%ReducedHolders
Q3 202358,434$1.60M0.1%+2,441+4.4%AddedHolders
Q2 202355,993$1.48M0.1%−48,120−46.2%ReducedHolders
Q1 2023104,113$2.70M0.1%+8,755+9.2%AddedHolders
Q4 202295,358$2.30M0.1%+6,467+7.3%AddedHolders
Q3 202288,891$2.11M0.2%+2,937+3.4%AddedHolders
Q2 202285,954$2.10M0.1%+1,005+1.2%AddedHolders
Q1 202284,949$2.19M0.1%+20,861+32.6%AddedHolders
Q4 202164,088$1.41M0.1%+7,603+13.5%AddedHolders
Q3 202156,485$1.22M0.1%−637−1.1%ReducedHolders
Q2 202157,122$1.38M0.1%+4,272+8.1%AddedHolders
Q1 202152,850$1.16M0.1%––Holders

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