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Avitas Wealth Management LLC: ECL position timeline

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

Avitas Wealth Management LLC held 2,139 ECL 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 2,139 shares
    Change vs previous 13F -61 shares

    0.07% of the 13F portfolio, value $501,210.

    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 2,200 shares
    Change vs previous 13F -172 shares

    0.08% of the 13F portfolio, value $561,726.

    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 2,372 shares
    Change vs previous 13F -133 shares

    0.08% of the 13F portfolio, value $564,536.

    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 2,505 shares
    Change vs previous 13F -37 shares

    0.09% of the 13F portfolio, value $578,405.

    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 2,542 shares
    Change vs previous 13F -18 shares

    0.08% of the 13F portfolio, value $504,206.

    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 2,560 shares
    Change vs previous 13F -87 shares

    0.08% of the 13F portfolio, value $433,664.

    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 2,647 shares
    Change vs previous 13F -41 shares

    0.09% of the 13F portfolio, value $494,168.

    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 2,688 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $444,945.

    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).