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Avitas Wealth Management LLC: ACM position timeline

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

Avitas Wealth Management LLC held 18,939 ACM 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 18,939 shares
    Change vs previous 13F +110 shares

    0.28% of the 13F portfolio, value $2,023,064.

    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 18,829 shares
    Change vs previous 13F +292 shares

    0.27% of the 13F portfolio, value $1,944,471.

    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 18,537 shares
    Change vs previous 13F +74 shares

    0.24% of the 13F portfolio, value $1,633,851.

    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 18,463 shares
    Change vs previous 13F +251 shares

    0.28% of the 13F portfolio, value $1,810,851.

    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 18,212 shares
    Change vs previous 13F +572 shares

    0.28% of the 13F portfolio, value $1,683,335.

    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 17,640 shares
    Change vs previous 13F -45 shares

    0.28% of the 13F portfolio, value $1,464,826.

    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 17,685 shares
    Change vs previous 13F +181 shares

    0.27% of the 13F portfolio, value $1,497,743.

    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 17,504 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,475,937.

    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).