Avitas Wealth Management LLC: BABA position timeline

Avitas Wealth Management LLC held 9,892 BABA 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 9,892 shares

   Change vs previous 13F +9,892 shares

   0.12% of the 13F portfolio, value $838,743.

   13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2023-12-31

   13F 0 shares

   Change vs previous 13F -14,079 shares

   13F-HR 0001734565-24-000001 filed by Avitas Wealth Management LLC
   Filed 2024-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2023-09-30

   13F 14,079 shares

   Change vs previous 13F +2,404 shares

   0.23% of the 13F portfolio, value $1,221,212.

   13F-HR 0001734565-23-000005 filed by Avitas Wealth Management LLC
   Filed 2023-11-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-06-30

   13F 11,675 shares

   Change vs previous 13F -47 shares

   0.18% of the 13F portfolio, value $973,111.

   13F-HR 0001734565-23-000004 filed by Avitas Wealth Management LLC
   Filed 2023-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-03-31

   13F 11,722 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $1,197,754.

   13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
   Filed 2023-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).