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Disclosery

Avitas Wealth Management LLC: AMT position timeline

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

Avitas Wealth Management LLC held 8,912 AMT 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 8,912 shares
    Change vs previous 13F -60 shares

    0.23% of the 13F portfolio, value $1,634,550.

    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 8,972 shares
    Change vs previous 13F -114 shares

    0.29% of the 13F portfolio, value $2,086,528.

    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 9,086 shares
    Change vs previous 13F -73 shares

    0.26% of the 13F portfolio, value $1,766,137.

    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 9,159 shares
    Change vs previous 13F -106 shares

    0.27% of the 13F portfolio, value $1,809,727.

    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 9,265 shares
    Change vs previous 13F +164 shares

    0.33% of the 13F portfolio, value $2,000,128.

    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 9,101 shares
    Change vs previous 13F -210 shares

    0.28% of the 13F portfolio, value $1,496,659.

    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 9,311 shares
    Change vs previous 13F -8 shares

    0.33% of the 13F portfolio, value $1,805,775.

    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 9,319 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,904,244.

    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).