Avidian Wealth Solutions, LLC
- SEC CIK
- 0001471474
- Latest filing
- Jul 24, 2026
IVR holding history
Invesco Mortgage Capital 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.
IVR overviewAll 13F holders of IVRFull Q2 2026 holdings
- Shares (Q2 2022)
- 0
- Sold out in Q2 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2022 | 0 | $0 | 0.0% | −3,029−100.0% | Sold outConverted for a 1-for-10 split | Holders |
| Q1 2022 | 30,287 | $69.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 30,287 | $84.0K | <0.1% | +8,842+41.2% | Added | Holders |
| Q3 2021 | 21,445 | $68.0K | <0.1% | +21,445 | New | Holders |