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Avitas Wealth Management LLC: AMAT position timeline

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

Avitas Wealth Management LLC held 50,238 AMAT 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 50,238 shares
    Change vs previous 13F +9,980 shares

    1.13% of the 13F portfolio, value $8,170,206.

    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 40,258 shares
    Change vs previous 13F +312 shares

    1.14% of the 13F portfolio, value $8,134,129.

    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 39,946 shares
    Change vs previous 13F -115 shares

    1.38% of the 13F portfolio, value $9,426,857.

    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 40,061 shares
    Change vs previous 13F -6,436 shares

    1.26% of the 13F portfolio, value $8,261,780.

    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 46,497 shares
    Change vs previous 13F +1,478 shares

    1.26% of the 13F portfolio, value $7,535,769.

    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 45,019 shares
    Change vs previous 13F -358 shares

    1.19% of the 13F portfolio, value $6,232,881.

    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 45,377 shares
    Change vs previous 13F +187 shares

    1.19% of the 13F portfolio, value $6,558,792.

    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 45,190 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $5,550,688.

    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).