Avidian Wealth Enterprises, LLC
Position in WBI — WaterBridge Infrastructure LLC
CIK 1471474
HOUSTON, TX
Position in WBI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$270,595
+$59,330 QoQ
Shares Held
7,896
+0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#125
of 162 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WBI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $2,186,975 across 4 Oil & Gas Equipment & Services names. WBI ranks #4 (12.4% of the industry book) .
All Filings in WBI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,595 | 7,896 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $211,265 | 7,886 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||