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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
18,453
Value
$1.11M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,453$1.11M<0.1%+836+4.7%AddedHolders
Q1 202617,617$916.3K<0.1%+3,229+22.4%AddedHolders
Q4 202514,388$767.7K<0.1%+1,077+8.1%AddedHolders
Q3 202513,311$643.3K<0.1%+1,074+8.8%AddedHolders
Q2 202512,237$553.7K<0.1%+2,296+23.1%AddedHolders
Q1 20259,941$419.7K<0.1%−27−0.3%ReducedHolders
Q4 20249,968$476.8K<0.1%+1,619+19.4%AddedHolders
Q3 20248,349$381.8K<0.1%−2,474−22.9%ReducedHolders
Q2 202410,823$429.7K<0.1%+388+3.7%AddedHolders
Q1 202410,435$466.5K<0.1%+330+3.3%AddedHolders
Q4 202310,105$437.4K<0.1%+2,089+26.1%AddedHolders
Q3 20238,016$265.0K<0.1%+154+2.0%AddedHolders
Q2 20237,862$259.8K<0.1%−7,123−47.5%ReducedHolders
Q1 202314,985$540.2K<0.1%+1,470+10.9%AddedHolders
Q4 202213,515$589.4K<0.1%−675−4.8%ReducedHolders
Q3 202214,190$572.0K<0.1%+3,961+38.7%AddedHolders
Q2 202210,229$471.0K<0.1%+308+3.1%AddedHolders
Q1 20229,921$527.0K<0.1%+248+2.6%AddedHolders
Q4 20219,673$543.0K<0.1%+18+0.2%AddedHolders
Q3 20219,655$574.0K<0.1%+527+5.8%AddedHolders
Q2 20219,128$520.0K<0.1%+419+4.8%AddedHolders
Q1 20218,709$482.0K<0.1%––Holders

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