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Disclosery

Avitas Wealth Management LLC: CE position timeline

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

Avitas Wealth Management LLC held 9,928 CE 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 9,928 shares
    Change vs previous 13F -53 shares

    0.1% of the 13F portfolio, value $687,117.

    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 9,981 shares
    Change vs previous 13F -85 shares

    0.19% of the 13F portfolio, value $1,357,017.

    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 10,066 shares
    Change vs previous 13F -90 shares

    0.2% of the 13F portfolio, value $1,357,803.

    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 10,156 shares
    Change vs previous 13F -117 shares

    0.27% of the 13F portfolio, value $1,745,410.

    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 10,273 shares
    Change vs previous 13F +187 shares

    0.27% of the 13F portfolio, value $1,596,116.

    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 10,086 shares
    Change vs previous 13F -248 shares

    0.24% of the 13F portfolio, value $1,265,995.

    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 10,334 shares
    Change vs previous 13F +15 shares

    0.22% of the 13F portfolio, value $1,196,677.

    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 10,319 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,123,636.

    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).