Position in APP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$399,303
+$181,597 QoQ
Shares Held
775
+41.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#964
of 1,446 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Derivatives in APP
reported options exposure · as of Mar 31, 2026CallValue
$159,200
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $605,484 across 2 Advertising Agencies names. APP ranks #1 (65.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
775 | $399,303 | |
| 2 | OMC |
Omnicom Group Inc.
|
2,831 | $206,181 |
All Filings in APP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,303 | 775 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $159,200 | 400 | Call | Sole | 2026-05-07 | |
| 2026-03-31 | $217,706 | 547 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $814,648 | 1,209 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $780,334 | 1,086 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $215,649 | 616 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $497,726 | 1,537 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||