Avidian Wealth Solutions, LLC
- SEC CIK
- 0001471474
- Latest filing
- Jul 24, 2026
WES holding history
Western Midstream Partners, LP 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.
WES overviewAll 13F holders of WESFull Q2 2026 holdings
- Shares (Q2 2026)
- 10,953
- Value
- $479.3K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,953 | $479.3K | <0.1% | +10,953 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −5,384−100.0% | Sold out | Holders |
| Q2 2024 | 5,384 | $213.9K | <0.1% | +5,384 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −14,602−100.0% | Sold out | Holders |
| Q1 2023 | 14,602 | $385.1K | <0.1% | +235+1.6% | Added | Holders |
| Q4 2022 | 14,367 | $385.8K | <0.1% | +1,233+9.4% | Added | Holders |
| Q3 2022 | 13,134 | $330.0K | <0.1% | +1,232+10.4% | Added | Holders |
| Q2 2022 | 11,902 | $289.0K | <0.1% | +223+1.9% | Added | Holders |
| Q1 2022 | 11,679 | $295.0K | <0.1% | +139+1.2% | Added | Holders |
| Q4 2021 | 11,540 | $257.0K | <0.1% | +658+6.0% | Added | Holders |
| Q3 2021 | 10,882 | $228.0K | <0.1% | +673+6.6% | Added | Holders |
| Q2 2021 | 10,209 | $219.0K | <0.1% | +10,209 | New | Holders |