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Disclosery

Avitas Wealth Management LLC: CVS position timeline

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

Avitas Wealth Management LLC held 0 CVS shares at 2024-06-30 per its 13F-HR filed 2024-07-24.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -47,064 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 47,064 shares
    Change vs previous 13F +396 shares

    0.57% of the 13F portfolio, value $3,753,825.

    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).

  3. period ended2023-12-31
    13F 46,668 shares
    Change vs previous 13F +1,239 shares

    0.62% of the 13F portfolio, value $3,684,905.

    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).

  4. period ended2023-09-30
    13F 45,429 shares
    Change vs previous 13F -6,928 shares

    0.6% of the 13F portfolio, value $3,171,853.

    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).

  5. period ended2023-06-30
    13F 52,357 shares
    Change vs previous 13F +11,200 shares

    0.65% of the 13F portfolio, value $3,619,439.

    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).

  6. period ended2023-03-31
    13F 41,157 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,058,377.

    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).