Skip to main content

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

PVL holding history

Permianville Royalty Trust 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.

PVL overviewAll 13F holders of PVLFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2022
Holdings of PVL by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−11,574−100.0%Sold outHolders
Q1 202311,574$27.7K<0.1%00.0%UnchangedHolders
Q4 202211,574$38.5K<0.1%00.0%UnchangedHolders
Q3 202211,574$38.0K<0.1%00.0%UnchangedHolders
Q2 202211,574$38.0K<0.1%00.0%UnchangedHolders
Q1 202211,574$29.0K<0.1%+11,574NewHolders