Back to IMKTA
Avidian Wealth Enterprises, LLC → IMKTA
Avidian Wealth Enterprises, LLC IMKTA Position History
Ingles Markets, Incorporated • Consumer Defensive
Quarters held
5
Latest value
$428K
Q3 2026
Peak value
$498K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $395K |
| Q4 2025 | $389K |
| Q1 2026 | $498K |
| Q2 2026 | $447K |
| Q3 2026 | $428K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $428K | 5.0K | — | — |
| Q2 2026 | $447K | 5.0K | — | — |
| Q1 2026 | $498K | 5.5K | — | — |
| Q4 2025 | $389K | 5.7K | — | — |
| Q3 2025 | $395K | 5.7K | — | — |
Other funds holding IMKTA
$322.3M
$202.1M
$172.4M
$60.3M
$59.6M