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Avitas Wealth Management LLC: ADP position timeline

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

Avitas Wealth Management LLC held 8,900 ADP 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 8,900 shares
    Change vs previous 13F -55 shares

    0.36% of the 13F portfolio, value $2,605,297.

    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 8,955 shares
    Change vs previous 13F -95 shares

    0.35% of the 13F portfolio, value $2,478,117.

    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 9,050 shares
    Change vs previous 13F -63 shares

    0.32% of the 13F portfolio, value $2,160,145.

    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 9,113 shares
    Change vs previous 13F -79 shares

    0.35% of the 13F portfolio, value $2,275,881.

    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 9,192 shares
    Change vs previous 13F +134 shares

    0.36% of the 13F portfolio, value $2,141,460.

    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 9,058 shares
    Change vs previous 13F -184 shares

    0.41% of the 13F portfolio, value $2,179,174.

    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 9,242 shares
    Change vs previous 13F -30 shares

    0.37% of the 13F portfolio, value $2,031,299.

    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 9,272 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,064,225.

    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).