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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

MMM holding history

3M 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.

MMM overviewAll 13F holders of MMMFull Q2 2026 holdings

Shares (Q2 2026)
3,590
Value
$581.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MMM by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,590$581.3K<0.1%+35+1.0%AddedHolders
Q1 20263,555$516.3K<0.1%−138−3.7%ReducedHolders
Q4 20253,693$591.2K<0.1%+26+0.7%AddedHolders
Q3 20253,667$569.1K<0.1%−53−1.4%ReducedHolders
Q2 20253,720$566.4K<0.1%−186−4.8%ReducedHolders
Q1 20253,906$573.7K<0.1%−158−3.9%ReducedHolders
Q4 20244,064$524.6K<0.1%+30+0.7%AddedHolders
Q3 20244,034$551.5K<0.1%−445−9.9%ReducedHolders
Q2 20244,479$457.7K<0.1%−419−8.6%ReducedHolders
Q1 20244,898$519.5K<0.1%−322−6.2%ReducedHolders
Q4 20235,220$570.6K<0.1%−336−6.0%ReducedHolders
Q3 20235,556$520.2K<0.1%+1,376+32.9%AddedHolders
Q2 20234,180$418.4K<0.1%+615+17.3%AddedHolders
Q1 20233,565$374.7K<0.1%−572−13.8%ReducedHolders
Q4 20224,137$496.1K<0.1%−319−7.2%ReducedHolders
Q3 20224,456$492.0K<0.1%+355+8.7%AddedHolders
Q2 20224,101$531.0K<0.1%−1,281−23.8%ReducedHolders
Q1 20225,382$801.0K<0.1%−1,672−23.7%ReducedHolders
Q4 20217,054$1.25M0.1%+1,899+36.8%AddedHolders
Q3 20215,155$904.0K0.1%+1,099+27.1%AddedHolders
Q2 20214,056$806.0K0.1%+745+22.5%AddedHolders
Q1 20213,311$638.0K0.1%––Holders

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