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Avitas Wealth Management LLC: CI position timeline

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

Avitas Wealth Management LLC held 16,556 CI 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 16,556 shares
    Change vs previous 13F +1,978 shares

    0.63% of the 13F portfolio, value $4,571,774.

    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 14,578 shares
    Change vs previous 13F +116 shares

    0.71% of the 13F portfolio, value $5,050,402.

    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 14,462 shares
    Change vs previous 13F -38 shares

    0.7% of the 13F portfolio, value $4,780,703.

    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 14,500 shares
    Change vs previous 13F +15 shares

    0.8% of the 13F portfolio, value $5,266,255.

    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 14,485 shares
    Change vs previous 13F +266 shares

    0.73% of the 13F portfolio, value $4,337,533.

    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 14,219 shares
    Change vs previous 13F -2,948 shares

    0.77% of the 13F portfolio, value $4,067,629.

    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 17,167 shares
    Change vs previous 13F +3,166 shares

    0.87% of the 13F portfolio, value $4,817,060.

    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 14,001 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,577,676.

    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).