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Avitas Wealth Management LLC: GS position timeline

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

Avitas Wealth Management LLC held 4,869 GS 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 4,869 shares
    Change vs previous 13F -8 shares

    0.39% of the 13F portfolio, value $2,788,087.

    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 4,877 shares
    Change vs previous 13F +579 shares

    0.34% of the 13F portfolio, value $2,414,651.

    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 4,298 shares
    Change vs previous 13F -50 shares

    0.28% of the 13F portfolio, value $1,944,071.

    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 4,348 shares
    Change vs previous 13F -87 shares

    0.28% of the 13F portfolio, value $1,816,116.

    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 4,435 shares
    Change vs previous 13F +29 shares

    0.29% of the 13F portfolio, value $1,710,890.

    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 4,406 shares
    Change vs previous 13F -99 shares

    0.27% of the 13F portfolio, value $1,425,649.

    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 4,505 shares
    Change vs previous 13F -65 shares

    0.26% of the 13F portfolio, value $1,453,043.

    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 4,570 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,494,893.

    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).