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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

PAA holding history

Plains All American Pipeline LP 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.

PAA overviewAll 13F holders of PAAFull Q2 2026 holdings

Shares (Q2 2026)
29,646
Value
$659.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PAA by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,646$659.9K<0.1%+196+0.7%AddedHolders
Q1 202629,450$657.6K<0.1%+1,495+5.3%AddedHolders
Q4 202527,955$502.1K<0.1%00.0%UnchangedHolders
Q3 202527,955$476.9K<0.1%00.0%UnchangedHolders
Q2 202527,955$512.1K<0.1%−911−3.2%ReducedHolders
Q1 202528,866$577.3K<0.1%+911+3.3%AddedHolders
Q4 202427,955$477.5K<0.1%00.0%UnchangedHolders
Q3 202427,955$485.6K<0.1%00.0%UnchangedHolders
Q2 202427,955$499.3K<0.1%+36+0.1%AddedHolders
Q1 202427,919$490.3K<0.1%−61−0.2%ReducedHolders
Q4 202327,980$423.9K<0.1%+33+0.1%AddedHolders
Q3 202327,947$428.2K<0.1%+5,297+23.4%AddedHolders
Q2 202322,650$319.4K<0.1%−5,428−19.3%ReducedHolders
Q1 202328,078$350.1K<0.1%+3,858+15.9%AddedHolders
Q4 202224,220$284.8K<0.1%+123+0.5%AddedHolders
Q3 202224,097$253.0K<0.1%+132+0.6%AddedHolders
Q2 202223,965$235.0K<0.1%+137+0.6%AddedHolders
Q1 202223,828$256.0K<0.1%+5,309+28.7%AddedHolders
Q4 202118,519$173.0K<0.1%+83+0.5%AddedHolders
Q3 202118,436$187.0K<0.1%−745−3.9%ReducedHolders
Q2 202119,181$218.0K<0.1%+558+3.0%AddedHolders
Q1 202118,623$169.0K<0.1%––Holders

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