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Avitas Wealth Management LLC: DXCM position timeline

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

Avitas Wealth Management LLC held 6,297 DXCM 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 6,297 shares
    Change vs previous 13F -178 shares

    0.07% of the 13F portfolio, value $489,718.

    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 6,475 shares
    Change vs previous 13F +1,086 shares

    0.06% of the 13F portfolio, value $434,084.

    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 5,389 shares
    Change vs previous 13F -309 shares

    0.09% of the 13F portfolio, value $611,005.

    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 5,698 shares
    Change vs previous 13F -63 shares

    0.12% of the 13F portfolio, value $790,313.

    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 5,761 shares
    Change vs previous 13F -31 shares

    0.12% of the 13F portfolio, value $714,882.

    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 5,792 shares
    Change vs previous 13F +828 shares

    0.1% of the 13F portfolio, value $540,394.

    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 4,964 shares
    Change vs previous 13F -74 shares

    0.12% of the 13F portfolio, value $637,924.

    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 5,038 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $585,315.

    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).