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Avitas Wealth Management LLC: DTE position timeline

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

Avitas Wealth Management LLC held 23,972 DTE 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 23,972 shares
    Change vs previous 13F +138 shares

    0.4% of the 13F portfolio, value $2,894,619.

    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 23,834 shares
    Change vs previous 13F +279 shares

    0.43% of the 13F portfolio, value $3,060,524.

    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 23,555 shares
    Change vs previous 13F +53 shares

    0.38% of the 13F portfolio, value $2,614,841.

    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 23,502 shares
    Change vs previous 13F +199 shares

    0.4% of the 13F portfolio, value $2,635,514.

    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 23,303 shares
    Change vs previous 13F +682 shares

    0.43% of the 13F portfolio, value $2,569,389.

    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 22,621 shares
    Change vs previous 13F -152 shares

    0.43% of the 13F portfolio, value $2,245,813.

    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 22,773 shares
    Change vs previous 13F +100 shares

    0.45% of the 13F portfolio, value $2,505,485.

    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 22,673 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,483,600.

    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).