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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

J holding history

Jacobs Solutions 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.

J overviewAll 13F holders of JFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q2 2022
Holdings of J by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,917−100.0%Sold outHolders
Q1 20261,917$244.0K<0.1%−22−1.1%ReducedHolders
Q4 20251,939$256.9K<0.1%00.0%UnchangedHolders
Q3 20251,939$290.5K<0.1%+11+0.6%AddedHolders
Q2 20251,928$253.5K<0.1%−183−8.7%ReducedHolders
Q1 20252,111$255.2K<0.1%+87+4.3%AddedHolders
Q4 20242,024$270.5K<0.1%+106+5.5%AddedHolders
Q3 20241,918$251.1K<0.1%+23+1.2%AddedHolders
Q2 20241,895$264.7K<0.1%+6+0.3%AddedHolders
Q1 20241,889$290.4K<0.1%−560−22.9%ReducedHolders
Q4 20232,449$317.9K<0.1%00.0%UnchangedHolders
Q3 20232,449$334.2K<0.1%+10.0%AddedHolders
Q2 20232,448$291.1K<0.1%+500+25.7%AddedHolders
Q1 20231,948$228.9K<0.1%00.0%UnchangedHolders
Q4 20221,948$233.9K<0.1%+1+0.1%AddedHolders
Q3 20221,947$211.0K<0.1%00.0%UnchangedHolders
Q2 20221,947$248.0K<0.1%+1,947NewHolders