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Avitas Wealth Management LLC: AXP position timeline

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

Avitas Wealth Management LLC held 28,283 AXP 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 28,283 shares
    Change vs previous 13F +207 shares

    1.16% of the 13F portfolio, value $8,394,112.

    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 28,076 shares
    Change vs previous 13F +394 shares

    1.07% of the 13F portfolio, value $7,614,211.

    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 27,682 shares
    Change vs previous 13F +95 shares

    0.94% of the 13F portfolio, value $6,409,767.

    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 27,587 shares
    Change vs previous 13F +361 shares

    0.95% of the 13F portfolio, value $6,281,284.

    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 27,226 shares
    Change vs previous 13F +904 shares

    0.85% of the 13F portfolio, value $5,100,519.

    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 26,322 shares
    Change vs previous 13F -112 shares

    0.75% of the 13F portfolio, value $3,926,979.

    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 26,434 shares
    Change vs previous 13F +234 shares

    0.83% of the 13F portfolio, value $4,604,803.

    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 26,200 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $4,321,690.

    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).