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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

WBI holding history

WaterBridge Infrastructure LLC 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.

WBI overviewAll 13F holders of WBIFull Q2 2026 holdings

Shares (Q2 2026)
7,896
Value
$270.6K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of WBI by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,896$270.6K<0.1%+10+0.1%AddedHolders
Q1 20267,886$211.3K<0.1%+7,886NewHolders