Avidian Wealth Solutions, LLC
- SEC CIK
- 0001471474
- Latest filing
- Jul 24, 2026
VTNR holding history
Vertex Energy 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.
VTNR overviewAll 13F holders of VTNRFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −343,118−100.0% | Sold out | Holders |
| Q2 2024 | 343,118 | $324.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 343,118 | $480.4K | <0.1% | −205−0.1% | Reduced | Holders |
| Q4 2023 | 343,323 | $1.16M | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 343,323 | $1.53M | 0.1% | −6,424−1.8% | Reduced | Holders |
| Q2 2023 | 349,747 | $2.19M | 0.1% | +99,555+39.8% | Added | Holders |
| Q1 2023 | 250,192 | $2.47M | 0.1% | +82,826+49.5% | Added | Holders |
| Q4 2022 | 167,366 | $1.04M | 0.1% | +44,426+36.1% | Added | Holders |
| Q3 2022 | 122,940 | $766.0K | 0.1% | +44,071+55.9% | Added | Holders |
| Q2 2022 | 78,869 | $830.0K | 0.1% | +8,609+12.3% | Added | Holders |
| Q1 2022 | 70,260 | $698.0K | <0.1% | +70,260 | New | Holders |