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Avitas Wealth Management LLC: GOOGL position timeline

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

Avitas Wealth Management LLC held 145,431 GOOGL 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 145,431 shares
    Change vs previous 13F -1,223 shares

    3.81% of the 13F portfolio, value $27,530,088.

    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 146,654 shares
    Change vs previous 13F -1,687 shares

    3.42% of the 13F portfolio, value $24,322,566.

    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 148,341 shares
    Change vs previous 13F -1,974 shares

    3.96% of the 13F portfolio, value $27,020,313.

    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 150,315 shares
    Change vs previous 13F +17,769 shares

    3.45% of the 13F portfolio, value $22,687,043.

    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 132,546 shares
    Change vs previous 13F +2,432 shares

    3.1% of the 13F portfolio, value $18,515,351.

    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 130,114 shares
    Change vs previous 13F +10,423 shares

    3.24% of the 13F portfolio, value $17,026,718.

    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 119,691 shares
    Change vs previous 13F -1,694 shares

    2.59% of the 13F portfolio, value $14,327,013.

    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 121,385 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $12,591,266.

    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).