Position in PRU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$634,844
+$69,122 QoQ
Shares Held
5,882
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#637
of 1,403 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $3,837,849 across 3 Insurance - Life names. PRU ranks #2 (16.5% of the industry book) .
All Filings in PRU
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,844 | 5,882 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $565,722 | 5,791 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $685,746 | 6,075 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $645,574 | 6,223 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $653,235 | 6,080 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $649,754 | 5,818 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $683,206 | 5,764 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $890,932 | 7,357 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $851,736 | 7,268 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $821,800 | 7,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $710,724 | 6,853 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $637,755 | 6,721 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $554,992 | 6,291 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $818,133 | 9,888 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $867,490 | 8,722 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $732,818 | 8,543 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $834,138 | 8,718 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $821,990 | 6,956 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $683,102 | 6,311 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $582,808 | 5,540 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $521,674 | 5,091 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $372,234 | 4,086 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $271,059 | 3,472 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||