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Disclosery

Avitas Wealth Management LLC: COST position timeline

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

Avitas Wealth Management LLC held 23,801 COST 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 23,801 shares
    Change vs previous 13F +41 shares

    3.02% of the 13F portfolio, value $21,808,254.

    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 23,760 shares
    Change vs previous 13F +28 shares

    2.96% of the 13F portfolio, value $21,063,809.

    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 23,732 shares
    Change vs previous 13F -173 shares

    2.95% of the 13F portfolio, value $20,172,039.

    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 23,905 shares
    Change vs previous 13F +230 shares

    2.66% of the 13F portfolio, value $17,513,573.

    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 23,675 shares
    Change vs previous 13F +638 shares

    2.61% of the 13F portfolio, value $15,627,430.

    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 23,037 shares
    Change vs previous 13F -212 shares

    2.48% of the 13F portfolio, value $13,015,003.

    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 23,249 shares
    Change vs previous 13F +91 shares

    2.27% of the 13F portfolio, value $12,516,808.

    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 23,158 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $11,506,515.

    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).