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Avitas Wealth Management LLC: AMD position timeline

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

Avitas Wealth Management LLC held 41,622 AMD 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 41,622 shares
    Change vs previous 13F -768 shares

    0.7% of the 13F portfolio, value $5,027,521.

    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 42,390 shares
    Change vs previous 13F -1,740 shares

    0.98% of the 13F portfolio, value $6,955,351.

    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 44,130 shares
    Change vs previous 13F +2,117 shares

    1.05% of the 13F portfolio, value $7,158,327.

    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 42,013 shares
    Change vs previous 13F -298 shares

    1.15% of the 13F portfolio, value $7,582,926.

    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 42,311 shares
    Change vs previous 13F +15,386 shares

    1.04% of the 13F portfolio, value $6,237,065.

    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 26,925 shares
    Change vs previous 13F +5,017 shares

    0.53% of the 13F portfolio, value $2,768,429.

    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 21,908 shares
    Change vs previous 13F -348 shares

    0.45% of the 13F portfolio, value $2,495,540.

    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 22,256 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,181,311.

    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).