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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

STEL holding history

Stellar Bancorp, 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.

STEL overviewAll 13F holders of STELFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of STEL by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−16,552−100.0%Sold outHolders
Q3 202516,552$502.2K<0.1%+35+0.2%AddedHolders
Q2 202516,517$462.1K<0.1%00.0%UnchangedHolders
Q1 202516,517$456.9K<0.1%00.0%UnchangedHolders
Q4 202416,517$468.3K<0.1%00.0%UnchangedHolders
Q3 202416,517$427.6K<0.1%00.0%UnchangedHolders
Q2 202416,517$379.2K<0.1%00.0%UnchangedHolders
Q1 202416,517$402.4K<0.1%00.0%UnchangedHolders
Q4 202316,517$459.8K<0.1%−13,182−44.4%ReducedHolders
Q3 202329,699$633.2K<0.1%+12,362+71.3%AddedHolders
Q2 202317,337$396.8K<0.1%−131,892−88.4%ReducedHolders
Q1 2023149,229$3.67M0.2%00.0%UnchangedHolders
Q4 2022149,229$4.40M0.3%+15,689+11.7%AddedHolders
Q3 2022133,540$3.91M0.3%−4,877−3.5%ReducedHolders
Q2 2022138,417$3.68M0.3%−4,700−3.3%ReducedHolders
Q1 2022143,117$4.44M0.3%−8,800−5.8%ReducedHolders
Q4 2021151,917$4.41M0.3%+53,756+54.8%AddedHolders
Q3 202198,161$2.59M0.2%00.0%UnchangedHolders
Q2 202198,161$2.68M0.2%−16,000−14.0%ReducedHolders
Q1 2021114,161$3.51M0.3%––Holders

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