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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

PHUN holding history

Phunware, 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.

PHUN overviewAll 13F holders of PHUNFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of PHUN by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−24,305−100.0%Sold outHolders
Q2 202324,305$13.1K<0.1%00.0%UnchangedHolders
Q1 202324,305$17.3K<0.1%00.0%UnchangedHolders
Q4 202224,305$18.8K<0.1%00.0%UnchangedHolders
Q3 202224,305$29.0K<0.1%00.0%UnchangedHolders
Q2 202224,305$26.0K<0.1%00.0%UnchangedHolders
Q1 202224,305$68.0K<0.1%00.0%UnchangedHolders
Q4 202124,305$64.0K<0.1%−223,565−90.2%ReducedHolders
Q3 2021247,870$230.0K<0.1%00.0%UnchangedHolders
Q2 2021247,870$345.0K<0.1%00.0%UnchangedHolders
Q1 2021247,870$409.0K<0.1%––Holders

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