Skip to main content

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

VOYA holding history

Voya Financial, 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.

VOYA overviewAll 13F holders of VOYAFull Q2 2026 holdings

Shares (Q2 2026)
3,498
Value
$316.7K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of VOYA by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,498$316.7K<0.1%−92−2.6%ReducedHolders
Q1 20263,590$245.3K<0.1%−80−2.2%ReducedHolders
Q4 20253,670$273.4K<0.1%00.0%UnchangedHolders
Q3 20253,670$274.5K<0.1%−595−14.0%ReducedHolders
Q2 20254,265$302.8K<0.1%−561−11.6%ReducedHolders
Q1 20254,826$327.0K<0.1%−334−6.5%ReducedHolders
Q4 20245,160$355.2K<0.1%−405−7.3%ReducedHolders
Q3 20245,565$440.9K<0.1%−100−1.8%ReducedHolders
Q2 20245,665$403.1K<0.1%00.0%UnchangedHolders
Q1 20245,665$418.8K<0.1%00.0%UnchangedHolders
Q4 20235,665$413.3K<0.1%00.0%UnchangedHolders
Q3 20235,665$376.4K<0.1%00.0%UnchangedHolders
Q2 20235,665$406.2K<0.1%+1,560+38.0%AddedHolders
Q1 20234,105$293.3K<0.1%00.0%UnchangedHolders
Q4 20224,105$252.4K<0.1%00.0%UnchangedHolders
Q3 20224,105$248.0K<0.1%−711−14.8%ReducedHolders
Q2 20224,816$287.0K<0.1%−500−9.4%ReducedHolders
Q1 20225,316$353.0K<0.1%−100−1.8%ReducedHolders
Q4 20215,416$359.0K<0.1%+5,416NewHolders