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Disclosery

Avitas Wealth Management LLC: FOUR position timeline

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

Avitas Wealth Management LLC held 15,563 FOUR 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 15,563 shares
    Change vs previous 13F -97 shares

    0.22% of the 13F portfolio, value $1,615,128.

    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 15,660 shares
    Change vs previous 13F -7 shares

    0.2% of the 13F portfolio, value $1,387,476.

    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 15,667 shares
    Change vs previous 13F +5,516 shares

    0.17% of the 13F portfolio, value $1,149,174.

    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 10,151 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $670,677.

    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).