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Avitas Wealth Management LLC: BX position timeline

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

Avitas Wealth Management LLC held 30,271 BX 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 30,271 shares
    Change vs previous 13F +241 shares

    0.72% of the 13F portfolio, value $5,219,326.

    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 30,030 shares
    Change vs previous 13F +445 shares

    0.65% of the 13F portfolio, value $4,598,494.

    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 29,585 shares
    Change vs previous 13F +114 shares

    0.54% of the 13F portfolio, value $3,662,623.

    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 29,471 shares
    Change vs previous 13F +422 shares

    0.59% of the 13F portfolio, value $3,871,605.

    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 29,049 shares
    Change vs previous 13F +1,026 shares

    0.64% of the 13F portfolio, value $3,803,095.

    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 28,023 shares
    Change vs previous 13F -81 shares

    0.57% of the 13F portfolio, value $3,002,384.

    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 28,104 shares
    Change vs previous 13F +287 shares

    0.47% of the 13F portfolio, value $2,612,829.

    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 27,817 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,443,445.

    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).