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Disclosery

Avitas Wealth Management LLC: DE position timeline

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

Avitas Wealth Management LLC held 7,155 DE 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 7,155 shares
    Change vs previous 13F +48 shares

    0.42% of the 13F portfolio, value $3,031,593.

    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 7,107 shares
    Change vs previous 13F +112 shares

    0.42% of the 13F portfolio, value $2,965,964.

    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 6,995 shares
    Change vs previous 13F +30 shares

    0.38% of the 13F portfolio, value $2,613,542.

    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 6,965 shares
    Change vs previous 13F +101 shares

    0.43% of the 13F portfolio, value $2,860,804.

    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 6,864 shares
    Change vs previous 13F +219 shares

    0.46% of the 13F portfolio, value $2,744,708.

    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 6,645 shares
    Change vs previous 13F -26 shares

    0.48% of the 13F portfolio, value $2,507,690.

    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 6,671 shares
    Change vs previous 13F +65 shares

    0.49% of the 13F portfolio, value $2,703,022.

    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 6,606 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,727,485.

    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).