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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

IT holding history

Gartner 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.

IT overviewAll 13F holders of ITFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2021
Holdings of IT by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−696−100.0%Sold outHolders
Q4 2022696$234.0K<0.1%+696NewHolders
Q1 20220$00.0%−688−100.0%Sold outHolders
Q4 2021688$230.0K<0.1%+27+4.1%AddedHolders
Q3 2021661$201.0K<0.1%+661NewHolders