LB β€” LANDBRIDGE COMPANY LLC

Ownership history in Avidian Wealth Enterprises, LLC  Β·  2 quarters on record

AI Ownership Summary

Avidian Wealth Enterprises, LLC reported LANDBRIDGE COMPANY LLC (LB) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows LB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avidian Wealth Enterprises, LLC's position in LANDBRIDGE COMPANY LLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avidian Wealth Enterprises, LLC held LB β€” position size vs. price
% of Fund (quarterly)    LB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 4,000 +7 +0.2% 0.01% $213K 2025-10-30 $59.07
2025 Q2 INITIATED 3,993 β€” β€” 0.01% $270K 2025-07-30 $57.51

🏒 Other funds also holding LB

As of 2026 Q1 β€” sorted by position size

MSRH, LLC 5.13% Farther Finance Advisors, LLC 0.0%

FAQ About Avidian Wealth Enterprises, LLC and LB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avidian Wealth Enterprises, LLC reported owning LB?

Avidian Wealth Enterprises, LLC reported LB across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported LB position in Avidian Wealth Enterprises, LLC's portfolio?

The largest reported portfolio weight for LB was 0.01% in 2025 Q2.

What is the latest reported LB position on this page?

The most recent filing on this page is 2025 Q3, when Avidian Wealth Enterprises, LLC reported 4,000 shares, equal to 0.01% of portfolio, with an estimated market value of $213K.

What does the chart on this LB ownership page compare?

The chart compares Avidian Wealth Enterprises, LLC's quarterly LB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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