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Disclosery

Avitas Wealth Management LLC: BNY position timeline

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

Avitas Wealth Management LLC held 0 BNY shares at 2023-06-30 per its 13F-HR filed 2023-07-18.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -17,861 shares

    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).

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

  2. period ended2023-03-31
    13F 17,861 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $811,604.

    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).