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Disclosery

Avitas Wealth Management LLC: DHR position timeline

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

Avitas Wealth Management LLC held 20,845 DHR 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 20,845 shares
    Change vs previous 13F -143 shares

    0.66% of the 13F portfolio, value $4,784,970.

    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 20,988 shares
    Change vs previous 13F -163 shares

    0.82% of the 13F portfolio, value $5,835,084.

    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 21,151 shares
    Change vs previous 13F -210 shares

    0.77% of the 13F portfolio, value $5,284,577.

    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 21,361 shares
    Change vs previous 13F +128 shares

    0.81% of the 13F portfolio, value $5,334,269.

    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 21,233 shares
    Change vs previous 13F +320 shares

    0.82% of the 13F portfolio, value $4,912,042.

    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 20,913 shares
    Change vs previous 13F -8,591 shares

    0.99% of the 13F portfolio, value $5,188,515.

    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 29,504 shares
    Change vs previous 13F -342 shares

    1.28% of the 13F portfolio, value $7,080,960.

    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 29,846 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $7,522,386.

    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).