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Avitas Wealth Management LLC: AMZN position timeline

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

Avitas Wealth Management LLC held 114,337 AMZN 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 114,337 shares
    Change vs previous 13F -1,733 shares

    3.47% of the 13F portfolio, value $25,084,394.

    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 116,070 shares
    Change vs previous 13F -3,431 shares

    3.04% of the 13F portfolio, value $21,627,323.

    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 119,501 shares
    Change vs previous 13F -3,029 shares

    3.38% of the 13F portfolio, value $23,093,568.

    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 122,530 shares
    Change vs previous 13F -1,681 shares

    3.36% of the 13F portfolio, value $22,101,961.

    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 124,211 shares
    Change vs previous 13F -366 shares

    3.16% of the 13F portfolio, value $18,872,619.

    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 124,577 shares
    Change vs previous 13F -3,090 shares

    3.01% of the 13F portfolio, value $15,836,228.

    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 127,667 shares
    Change vs previous 13F +571 shares

    3.01% of the 13F portfolio, value $16,642,670.

    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 127,096 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $13,127,746.

    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).