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Avitas Wealth Management LLC: CB position timeline

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

Avitas Wealth Management LLC held 8,761 CB 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 8,761 shares
    Change vs previous 13F +40 shares

    0.33% of the 13F portfolio, value $2,420,664.

    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 8,721 shares
    Change vs previous 13F +130 shares

    0.35% of the 13F portfolio, value $2,515,049.

    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 8,591 shares
    Change vs previous 13F +26 shares

    0.32% of the 13F portfolio, value $2,191,392.

    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 8,565 shares
    Change vs previous 13F +102 shares

    0.34% of the 13F portfolio, value $2,219,448.

    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 8,463 shares
    Change vs previous 13F +256 shares

    0.32% of the 13F portfolio, value $1,912,638.

    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 8,207 shares
    Change vs previous 13F -55 shares

    0.33% of the 13F portfolio, value $1,708,533.

    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 8,262 shares
    Change vs previous 13F +61 shares

    0.29% of the 13F portfolio, value $1,590,931.

    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 8,201 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,592,470.

    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).