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Avitas Wealth Management LLC: CSCO position timeline

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

Avitas Wealth Management LLC held 37,219 CSCO 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 37,219 shares
    Change vs previous 13F +256 shares

    0.3% of the 13F portfolio, value $2,203,365.

    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 36,963 shares
    Change vs previous 13F +518 shares

    0.28% of the 13F portfolio, value $1,967,171.

    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 36,445 shares
    Change vs previous 13F +45 shares

    0.25% of the 13F portfolio, value $1,731,502.

    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 36,400 shares
    Change vs previous 13F -13,827 shares

    0.28% of the 13F portfolio, value $1,816,724.

    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 50,227 shares
    Change vs previous 13F +1,664 shares

    0.42% of the 13F portfolio, value $2,537,468.

    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 48,563 shares
    Change vs previous 13F -147 shares

    0.5% of the 13F portfolio, value $2,610,747.

    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 48,710 shares
    Change vs previous 13F +435 shares

    0.46% of the 13F portfolio, value $2,520,255.

    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 48,275 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,523,577.

    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).