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Avitas Wealth Management LLC: AEP position timeline

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

Avitas Wealth Management LLC held 14,711 AEP 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 14,711 shares
    Change vs previous 13F +82 shares

    0.19% of the 13F portfolio, value $1,356,796.

    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 14,629 shares
    Change vs previous 13F +198 shares

    0.21% of the 13F portfolio, value $1,500,935.

    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 14,431 shares
    Change vs previous 13F +34 shares

    0.19% of the 13F portfolio, value $1,266,176.

    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 14,397 shares
    Change vs previous 13F +189 shares

    0.19% of the 13F portfolio, value $1,239,582.

    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 14,208 shares
    Change vs previous 13F +454 shares

    0.19% of the 13F portfolio, value $1,153,974.

    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 13,754 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,034,576.

    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).