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Disclosery

Avitas Wealth Management LLC: DIS position timeline

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

Avitas Wealth Management LLC held 0 DIS shares at 2024-09-30 per its 13F-HR filed 2024-10-25.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -10,900 shares

    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).

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

  2. period ended2024-06-30
    13F 10,900 shares
    Change vs previous 13F -72 shares

    0.16% of the 13F portfolio, value $1,082,261.

    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).

  3. period ended2024-03-31
    13F 10,972 shares
    Change vs previous 13F -65 shares

    0.2% of the 13F portfolio, value $1,342,534.

    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).

  4. period ended2023-12-31
    13F 11,037 shares
    Change vs previous 13F +238 shares

    0.17% of the 13F portfolio, value $996,531.

    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).

  5. period ended2023-09-30
    13F 10,799 shares
    Change vs previous 13F -4,457 shares

    0.17% of the 13F portfolio, value $875,259.

    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).

  6. period ended2023-06-30
    13F 15,256 shares
    Change vs previous 13F +1,838 shares

    0.25% of the 13F portfolio, value $1,362,056.

    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).

  7. period ended2023-03-31
    13F 13,418 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,343,544.

    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).