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Avitas Wealth Management LLC: APO position timeline

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

Avitas Wealth Management LLC held 6,478 APO 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 6,478 shares
    Change vs previous 13F -171 shares

    0.15% of the 13F portfolio, value $1,069,906.

    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 6,649 shares
    Change vs previous 13F -497 shares

    0.12% of the 13F portfolio, value $830,527.

    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 7,146 shares
    Change vs previous 13F -408 shares

    0.12% of the 13F portfolio, value $843,728.

    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 7,554 shares
    Change vs previous 13F -79 shares

    0.13% of the 13F portfolio, value $849,447.

    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 7,633 shares
    Change vs previous 13F -32 shares

    0.12% of the 13F portfolio, value $711,319.

    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 7,665 shares
    Change vs previous 13F -246 shares

    0.13% of the 13F portfolio, value $688,010.

    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 7,911 shares
    Change vs previous 13F -105 shares

    0.11% of the 13F portfolio, value $607,644.

    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 8,016 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $506,291.

    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).