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Avitas Wealth Management LLC: ADBE position timeline

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

Avitas Wealth Management LLC held 6,229 ADBE 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 6,229 shares
    Change vs previous 13F +39 shares

    0.38% of the 13F portfolio, value $2,769,912.

    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 6,190 shares
    Change vs previous 13F +570 shares

    0.45% of the 13F portfolio, value $3,205,058.

    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 5,620 shares
    Change vs previous 13F +536 shares

    0.46% of the 13F portfolio, value $3,122,135.

    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 5,084 shares
    Change vs previous 13F -50 shares

    0.39% of the 13F portfolio, value $2,565,386.

    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 5,134 shares
    Change vs previous 13F +41 shares

    0.51% of the 13F portfolio, value $3,062,944.

    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 5,093 shares
    Change vs previous 13F -106 shares

    0.49% of the 13F portfolio, value $2,596,921.

    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 5,199 shares
    Change vs previous 13F -22 shares

    0.46% of the 13F portfolio, value $2,542,259.

    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 5,221 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,012,017.

    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).