Avidian Wealth Enterprises, LLC CTVA — CORTEVA INC

Ownership history in Avidian Wealth Enterprises, LLC  ·  10 quarters on record

AI Ownership Summary

Avidian Wealth Enterprises, LLC reported CORTEVA INC (CTVA) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows CTVA at 0.05% 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 CTVA 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 CORTEVA INC, 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
2026 Q3

CTVA was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 to 2026 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.

CTVA stock page Avidian Wealth Enterprises, LLC fund profile Avidian Wealth Enterprises, LLC full holdings
How Avidian Wealth Enterprises, LLC held CTVA — position size vs. price
% of Fund (quarterly)    CTVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 21,056 +488 +2.4% 0.05% $1.6M 2026-10-08 $13.75
2026 Q2 ADDED — — — 20,568 +330 +1.6% 0.05% $1.7M 2026-07-24 $13.36
2026 Q1 ADDED — — — 20,238 +16,630 +460.9% 0.05% $1.7M 2026-05-07 $11.81
2025 Q4 REDUCED — — — 3,608 -55 -1.5% 0.01% $242K 2026-02-02 $10.91
2025 Q3 REDUCED 10.6% +0.3% ❌ 3,663 -434 -10.6% 0.01% $248K 2025-10-30 $9.17
2025 Q2 REDUCED — — — 4,097 -34 -0.8% 0.01% $305K 2025-07-30 $10.67
2025 Q1 REDUCED 8.6% +18.7% ❌ 4,131 -390 -8.6% 0.01% $260K 2025-04-25 $9.09
2024 Q4 ADDED — — — 4,521 +157 +3.6% 0.01% $258K 2025-01-29 $9.59
2024 Q3 REDUCED 18.1% -3.6% ✅ 4,364 -964 -18.1% 0.01% $257K 2024-10-30 $9.06
2024 Q2 INITIATED — — — 5,328 — — 0.01% $287K 2024-08-06 $7.51

🏢 Other funds also holding CTVA

As of 2026 Q3 — sorted by position size

Deeter Investments LLP 0.32% LAWOOD & CO 0.23% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.16% Cambridge Financial Group, LLC 0.1% FIRST COMMUNITY TRUST NA 3Y 0.09% Hickory Point Bank & Trust 0.08% GAMMA Investing LLC 0.07% Decker Wealth Management LLC 0.06% Cooper Financial Group 3Y 7Y 0.06% REYL & Cie S.A. 0.06%

FAQ About Avidian Wealth Enterprises, LLC and CTVA

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 CTVA?

Avidian Wealth Enterprises, LLC reported CTVA across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for CTVA was 0.05% in 2026 Q1.

What is the latest reported CTVA position on this page?

The most recent filing on this page is 2026 Q3, when Avidian Wealth Enterprises, LLC reported 21,056 shares, equal to 0.05% of portfolio, with an estimated market value of $1.6M.

What does the chart on this CTVA ownership page compare?

The chart compares Avidian Wealth Enterprises, LLC's quarterly CTVA 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.

How well did Avidian Wealth Enterprises, LLC time their CTVA position?

Based on 13F filing dates vs. subsequent CTVA price moves, Avidian Wealth Enterprises, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on CTVA relative to SPY over the holding period was +8.9%.

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