Avidian Wealth Enterprises’s WaterBridge Infrastructure LLC WBI Stock Holding History

Avidian Wealth Enterprises’s Portfolio WBI Stock Details WBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$222K	Buy	7,906 +10	+0.1%	+$324	0.01%	693
2026 Q2	$271K	Buy	7,896 +10	+0.1%	+$291	0.01%	626
2026 Q1	$211K	Buy	+7,886	New	+$188K	0.01%	633

Other funds holding WBI

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Avidian Wealth Enterprises's WBI Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its WaterBridge Infrastructure LLC (WBI) stake by 0.13% in Q3 2026, buying an estimated $324 and bringing the position to 7,906 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #693.

Avidian Wealth Enterprises first reported a position in WBI in Q1 2026 and has held it in 3 quarters since. The position peaked at $271K in Q2 2026. 3 funds tracked by Wall St. Rank hold WBI as of Q3 2026.

Avidian Wealth Enterprises held 7,906 shares of WaterBridge Infrastructure LLC worth $222K as of Q3 2026.
Avidian Wealth Enterprises bought 10 WaterBridge Infrastructure LLC shares in Q3 2026, an estimated $324.
WaterBridge Infrastructure LLC made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #693 holding.
Avidian Wealth Enterprises first reported a position in WaterBridge Infrastructure LLC in Q1 2026 and has held it in 3 quarters since.
Avidian Wealth Enterprises's WaterBridge Infrastructure LLC position peaked at $271K in Q2 2026.
3 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.