Alphabet Inc.
CL ˙ SNSE ˙ US02079K3059
SecurityCL:GOOGL / Alphabet Inc.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership55,449 shares
Latest Disclosed Value $ 15,944,809
Avidian Wealth Solutions, LLC reports 38.41% increase in ownership of GOOGL / Alphabet Inc.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 55,449 shares of Alphabet Inc. (CL:GOOGL) valued at $15,944,809 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 26,134 shares of Alphabet Inc.. This represents a change in shares of 38.41% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F ALPHABET CAP STK CL A 02079K305 55,449 15,389 38.41 15,945 27.17 0.5044
2026-02-02 2025-12-31 13F ALPHABET CAP STK CL A 02079K305 40,060 5,033 14.37 12,539 47.25 0.4563
2025-10-30 2025-09-30 13F ALPHABET CAP STK CL A 02079K305 35,027 3,609 11.49 8,515 53.81 0.3207
2025-07-30 2025-06-30 13F ALPHABET CAP STK CL A 02079K305 31,418 2,236 7.66 5,537 22.70 0.2250
2025-04-25 2025-03-31 13F ALPHABET CAP STK CL A 02079K305 29,182 -712 -2.38 4,513 -20.27 0.2009
2025-01-29 2024-12-31 13F ALPHABET CAP STK CL A 02079K305 29,894 631 2.16 5,659 16.61 0.2542
2024-10-30 2024-09-30 13F ALPHABET CAP STK CL A 02079K305 29,263 -839 -2.79 4,853 -11.49 0.2203
2024-08-06 2024-06-30 13F ALPHABET CAP STK CL A 02079K305 30,102 8,320 38.20 5,483 66.81 0.2277
2024-05-03 2024-03-31 13F ALPHABET CAP STK CL A 02079K305 21,782 5,202 31.38 3,288 41.93 0.1595
2024-02-06 2023-12-31 13F ALPHABET CAP STK CL A 02079K305 16,580 -1,150 -6.49 2,316 -0.17 0.1425
2023-10-13 2023-09-30 13F ALPHABET CAP STK CL A 02079K305 17,730 -6,235 -26.02 2,320 -19.11 0.1634
2023-08-03 2023-06-30 13F ALPHABET CAP STK CL A 02079K305 23,965 -40,598 -62.88 2,869 -57.17 0.1878
2023-05-08 2023-03-31 13F ALPHABET CAP STK CL A 02079K305 64,563 1,486 2.36 6,697 20.34 0.3674
2023-02-06 2022-12-31 13F ALPHABET CAP STK CL A 02079K305 63,077 2,927 4.87 5,565 -3.27 0.3624
2022-11-03 2022-09-30 13F ALPHABET CAP STK CL A 02079K305 60,150 57,497 2,167.24 5,753 -0.48 0.4157
2022-07-29 2022-06-30 13F ALPHABET CAP STK CL A 02079K305 2,653 537 25.38 5,781 -1.75 0.4092
2022-05-10 2022-03-31 13F ALPHABET CAP STK CL A 02079K305 2,116 157 8.01 5,884 3.68 0.3604
2022-02-14 2021-12-31 13F ALPHABET CAP STK CL A 02079K305 1,959 182 10.24 5,675 19.45 0.3532
2021-11-10 2021-09-30 13F ALPHABET CAP STK CL A 02079K305 1,777 143 8.75 4,751 19.07 0.3620
2021-08-09 2021-06-30 13F ALPHABET CAP STK CL A 02079K305 1,634 10 0.62 3,990 19.10 0.3061
2021-05-05 2021-03-31 13F ALPHABET CAP STK CL A 02079K305 1,624 21 1.31 3,350 19.26 0.2854
2021-02-09 2020-12-31 13F ALPHABET CAP STK CL A 02079K305 1,603 141 9.64 2,809 31.08 0.2663
2021-02-03 2020-09-30 13F/A-1 ALPHABET CAP STK CL A 02079K305 1,462 155 11.86 2,143 15.65 0.2428
2020-11-06 2020-09-30 13F ALPHABET CAP STK CL A 02079K305 1,462 155 2,143 496,370.4503
2020-08-10 2020-06-30 13F ALPHABET CAP STK CL A 02079K305 1,307 29 2.27 1,853 24.78 0.2500
2020-04-22 2020-03-31 13F ALPHABET CAP STK CL A 02079K305 1,278 692 118.09 1,485 89.17 0.2383
2020-02-13 2019-12-31 13F ALPHABET CAP STK CL A 02079K305 586 24 4.27 785 14.43 0.1116
2019-11-14 2019-09-30 13F ALPHABET CAP STK CL A 02079K305 562 562 686 0.1130
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.