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Avitas Wealth Management LLC: ADI position timeline

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

Avitas Wealth Management LLC held 13,900 ADI 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 13,900 shares
    Change vs previous 13F +92 shares

    0.41% of the 13F portfolio, value $2,953,194.

    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 13,808 shares
    Change vs previous 13F +214 shares

    0.45% of the 13F portfolio, value $3,178,187.

    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 13,594 shares
    Change vs previous 13F +58 shares

    0.45% of the 13F portfolio, value $3,102,966.

    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 13,536 shares
    Change vs previous 13F +184 shares

    0.41% of the 13F portfolio, value $2,677,285.

    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 13,352 shares
    Change vs previous 13F +440 shares

    0.44% of the 13F portfolio, value $2,651,173.

    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 12,912 shares
    Change vs previous 13F -41 shares

    0.43% of the 13F portfolio, value $2,260,762.

    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 12,953 shares
    Change vs previous 13F +134 shares

    0.46% of the 13F portfolio, value $2,523,374.

    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 12,819 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,528,163.

    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).