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Disclosery

Avitas Wealth Management LLC: ADSK position timeline

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

Avitas Wealth Management LLC held 5,576 ADSK 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 5,576 shares
    Change vs previous 13F -1 shares

    0.23% of the 13F portfolio, value $1,648,098.

    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 5,577 shares
    Change vs previous 13F +42 shares

    0.22% of the 13F portfolio, value $1,536,352.

    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 5,535 shares
    Change vs previous 13F +1,352 shares

    0.2% of the 13F portfolio, value $1,369,636.

    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 4,183 shares
    Change vs previous 13F -33 shares

    0.17% of the 13F portfolio, value $1,089,337.

    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 4,216 shares
    Change vs previous 13F +73 shares

    0.17% of the 13F portfolio, value $1,026,512.

    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 4,143 shares
    Change vs previous 13F -82 shares

    0.16% of the 13F portfolio, value $857,228.

    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 4,225 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $864,477.

    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 4,224 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $879,268.

    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).