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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

HSY holding history

Hershey Co 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.

HSY overviewAll 13F holders of HSYFull Q2 2026 holdings

Shares (Q2 2026)
3,210
Value
$563.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HSY by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,210$563.2K<0.1%−432−11.9%ReducedHolders
Q1 20263,642$757.1K<0.1%−29−0.8%ReducedHolders
Q4 20253,671$668.0K<0.1%−12−0.3%ReducedHolders
Q3 20253,683$689.0K<0.1%−173−4.5%ReducedHolders
Q2 20253,856$639.8K<0.1%+16+0.4%AddedHolders
Q1 20253,840$656.8K<0.1%−104−2.6%ReducedHolders
Q4 20243,944$667.9K<0.1%−22−0.6%ReducedHolders
Q3 20243,966$760.6K<0.1%+5+0.1%AddedHolders
Q2 20243,961$728.1K<0.1%−1,070−21.3%ReducedHolders
Q1 20245,031$978.5K0.1%+1,671+49.7%AddedHolders
Q4 20233,360$626.4K<0.1%−6−0.2%ReducedHolders
Q3 20233,366$673.4K<0.1%−127−3.6%ReducedHolders
Q2 20233,493$872.2K0.1%−969−21.7%ReducedHolders
Q1 20234,462$1.14M0.1%+35+0.8%AddedHolders
Q4 20224,427$1.03M0.1%+135+3.1%AddedHolders
Q3 20224,292$946.0K0.1%+103+2.5%AddedHolders
Q2 20224,189$901.0K0.1%+61+1.5%AddedHolders
Q1 20224,128$894.0K0.1%+62+1.5%AddedHolders
Q4 20214,066$787.0K<0.1%+32+0.8%AddedHolders
Q3 20214,034$683.0K0.1%+125+3.2%AddedHolders
Q2 20213,909$681.0K0.1%+63+1.6%AddedHolders
Q1 20213,846$608.0K0.1%––Holders

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