Position in NDAQ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$707,409
+$106,473 QoQ
Shares Held
8,975
+26.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#565
of 1,076 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $3,849,348 across 5 Financial Data & Stock Exchanges names. NDAQ ranks #3 (18.4% of the industry book) .
All Filings in NDAQ
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,409 | 8,975 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $600,936 | 7,079 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $263,513 | 2,713 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $228,201 | 2,580 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $223,550 | 2,500 | Shares | Sole | 2025-07-30 | |
| 2023-06-30 | $356,876 | 7,159 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $303,582 | 5,553 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $234,786 | 3,827 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $216,234 | 3,815 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||