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Avitas Wealth Management LLC: BOND position timeline

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

Avitas Wealth Management LLC held 13,295 BOND 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 13,295 shares
    Change vs previous 13F +809 shares

    0.17% of the 13F portfolio, value $1,202,098.

    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 12,486 shares
    Change vs previous 13F -2,431 shares

    0.17% of the 13F portfolio, value $1,181,343.

    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 14,917 shares
    Change vs previous 13F +738 shares

    0.2% of the 13F portfolio, value $1,358,611.

    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 14,179 shares
    Change vs previous 13F +472 shares

    0.2% of the 13F portfolio, value $1,302,512.

    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 13,707 shares
    Change vs previous 13F +655 shares

    0.21% of the 13F portfolio, value $1,267,187.

    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 13,052 shares
    Change vs previous 13F +523 shares

    0.22% of the 13F portfolio, value $1,147,285.

    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 12,529 shares
    Change vs previous 13F +378 shares

    0.21% of the 13F portfolio, value $1,147,876.

    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 12,151 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,127,074.

    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).