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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

SLB holding history

SLB Limited 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.

SLB overviewAll 13F holders of SLBFull Q2 2026 holdings

Shares (Q2 2026)
16,677
Value
$775.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SLB by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,677$775.3K<0.1%−125−0.7%ReducedHolders
Q1 202616,802$863.4K<0.1%+228+1.4%AddedHolders
Q4 202516,574$636.1K<0.1%+254+1.6%AddedHolders
Q3 202516,320$560.9K<0.1%+1,063+7.0%AddedHolders
Q2 202515,257$515.7K<0.1%−6,249−29.1%ReducedHolders
Q1 202521,506$899.0K<0.1%+6,141+40.0%AddedHolders
Q4 202415,365$589.1K<0.1%+705+4.8%AddedHolders
Q3 202414,660$615.0K<0.1%+391+2.7%AddedHolders
Q2 202414,269$673.2K<0.1%−79,152−84.7%ReducedHolders
Q1 202493,421$5.12M0.3%+83,126+807.4%AddedHolders
Q4 202310,295$535.8K<0.1%+66+0.6%AddedHolders
Q3 202310,229$596.4K<0.1%+6+0.1%AddedHolders
Q2 202310,223$502.1K<0.1%−411−3.9%ReducedHolders
Q1 202310,634$522.1K<0.1%−904−7.8%ReducedHolders
Q4 202211,538$616.8K<0.1%−2,186−15.9%ReducedHolders
Q3 202213,724$493.0K<0.1%−10,647−43.7%ReducedHolders
Q2 202224,371$872.0K0.1%+732+3.1%AddedHolders
Q1 202223,639$977.0K0.1%−10,193−30.1%ReducedHolders
Q4 202133,832$1.01M0.1%−264−0.8%ReducedHolders
Q3 202134,096$1.01M0.1%+2,202+6.9%AddedHolders
Q2 202131,894$1.02M0.1%−443−1.4%ReducedHolders
Q1 202132,337$879.0K0.1%––Holders

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