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Avitas Wealth Management LLC: ABT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avitas Wealth Management LLC on ABT, newest first. How the timeline and the estimate are built.

Avitas Wealth Management LLC held 21,854 ABT shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 21,854 shares
    Change vs previous 13F -194 shares

    0.34% of the 13F portfolio, value $2,471,906.

    13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 22,048 shares
    Change vs previous 13F -6,217 shares

    0.35% of the 13F portfolio, value $2,513,692.

    13F-HR 0001734565-24-000007 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 28,265 shares
    Change vs previous 13F -365 shares

    0.43% of the 13F portfolio, value $2,937,016.

    13F-HR 0001734565-24-000004 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 28,630 shares
    Change vs previous 13F -520 shares

    0.49% of the 13F portfolio, value $3,254,086.

    13F-HR 0001734565-24-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 29,150 shares
    Change vs previous 13F +122 shares

    0.54% of the 13F portfolio, value $3,208,541.

    13F-HR 0001734565-24-000001 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 29,028 shares
    Change vs previous 13F -638 shares

    0.53% of the 13F portfolio, value $2,811,362.

    13F-HR 0001734565-23-000005 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 29,666 shares
    Change vs previous 13F -334 shares

    0.59% of the 13F portfolio, value $3,234,187.

    13F-HR 0001734565-23-000004 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 30,000 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,037,800.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).