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Avitas Wealth Management LLC: ANGL position timeline

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

Avitas Wealth Management LLC held 282,562 ANGL 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 282,562 shares
    Change vs previous 13F +6,567 shares

    1.12% of the 13F portfolio, value $8,101,053.

    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 275,995 shares
    Change vs previous 13F +9,349 shares

    1.14% of the 13F portfolio, value $8,117,022.

    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 266,646 shares
    Change vs previous 13F -1,484 shares

    1.11% of the 13F portfolio, value $7,546,074.

    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 268,130 shares
    Change vs previous 13F +6,888 shares

    1.18% of the 13F portfolio, value $7,781,129.

    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 261,242 shares
    Change vs previous 13F +4,348 shares

    1.26% of the 13F portfolio, value $7,518,539.

    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 256,894 shares
    Change vs previous 13F +2,188 shares

    1.32% of the 13F portfolio, value $6,951,564.

    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 254,706 shares
    Change vs previous 13F +4,251 shares

    1.28% of the 13F portfolio, value $7,073,189.

    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 250,455 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $7,017,755.

    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).