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Disclosery

Avitas Wealth Management LLC: BR position timeline

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

Avitas Wealth Management LLC held 5,322 BR 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 5,322 shares
    Change vs previous 13F +72 shares

    0.17% of the 13F portfolio, value $1,203,251.

    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 5,250 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,128,908.

    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).