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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

PNW holding history

Pinnacle West Capital Corp 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.

PNW overviewAll 13F holders of PNWFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2024
Holdings of PNW by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−3,304−100.0%Sold outHolders
Q2 20253,304$295.6K<0.1%−37−1.1%ReducedHolders
Q1 20253,341$318.3K<0.1%−43−1.3%ReducedHolders
Q4 20243,384$286.9K<0.1%+371+12.3%AddedHolders
Q3 20243,013$266.9K<0.1%+45+1.5%AddedHolders
Q2 20242,968$226.7K<0.1%+2,968NewHolders