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Avitas Wealth Management LLC: ASML position timeline

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

Avitas Wealth Management LLC held 2,174 ASML 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 2,174 shares
    Change vs previous 13F -3 shares

    0.21% of the 13F portfolio, value $1,506,756.

    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 2,177 shares
    Change vs previous 13F -25 shares

    0.25% of the 13F portfolio, value $1,813,985.

    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 2,202 shares
    Change vs previous 13F -23 shares

    0.33% of the 13F portfolio, value $2,252,051.

    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 2,225 shares
    Change vs previous 13F -6 shares

    0.33% of the 13F portfolio, value $2,159,296.

    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 2,231 shares
    Change vs previous 13F +27 shares

    0.28% of the 13F portfolio, value $1,688,689.

    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 2,204 shares
    Change vs previous 13F -39 shares

    0.25% of the 13F portfolio, value $1,297,407.

    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 2,243 shares
    Change vs previous 13F -4 shares

    0.29% of the 13F portfolio, value $1,625,614.

    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 2,247 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,529,555.

    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).