Avidian Wealth Enterprises, LLC

Position in EG — Everest Group, Ltd.

CIK 1471474 HOUSTON, TX

Position in EG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$697,312

-$29,602 QoQ

Shares Held

1,952

-12.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#361

of 683 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $697,312 across 1 Insurance - Reinsurance name. EG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	EG	Everest Group, Ltd. This page	1,952	$697,312

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$697,312	1,952	-12.2%	Shares	Sole	2026-07-24
2026-03-31	$726,914	2,224	-0.2%	Shares	Sole	2026-05-07
2025-12-31	$756,411	2,229	0.0%	Shares	Sole	2026-02-02
2025-09-30	$780,662	2,229	-0.2%	Shares	Sole	2025-10-30
2025-06-30	$759,224	2,234	+0.4%	Shares	Sole	2025-07-30
2025-03-31	$808,045	2,224	-7.4%	Shares	Sole	2025-04-25
2024-12-31	$870,266	2,401	+3.3%	Shares	Sole	2025-01-29
2024-09-30	$911,004	2,325	-2.1%	Shares	Sole	2024-10-30
2024-06-30	$904,541	2,374	+0.2%	Shares	Sole	2024-08-06
2024-03-31	$941,677	2,369	+0.3%	Shares	Sole	2024-05-03
2023-12-31	$835,509	2,363	-4.1%	Shares	Sole	2024-02-06
2023-09-30	$915,423	2,463	0.0%	Shares	Sole	2023-10-13
2023-06-30	$842,001	2,463	+78.5%	Shares	Sole	2023-08-03
2023-03-31	$494,067	1,380	0.0%	Shares	Sole	2023-05-08
2022-12-31	$457,152	1,380	-1.5%	Shares	Sole	2023-02-06
2022-09-30	$367,678	1,401	-5.3%	Shares	Sole	2022-11-03
2022-06-30	$414,534	1,479	-5.7%	Shares	Sole	2022-07-29
2022-03-31	$472,563	1,568	+0.8%	Shares	Sole	2022-05-10
2021-12-31	$425,945	1,555	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.