Skip to content
Disclosery

Avitas Wealth Management LLC: HAL position timeline

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

Avitas Wealth Management LLC held 0 HAL shares at 2024-06-30 per its 13F-HR filed 2024-07-24.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -31,007 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 31,007 shares
    Change vs previous 13F +61 shares

    0.19% of the 13F portfolio, value $1,222,296.

    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).

  3. period ended2023-12-31
    13F 30,946 shares
    Change vs previous 13F +765 shares

    0.19% of the 13F portfolio, value $1,118,698.

    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).

  4. period ended2023-09-30
    13F 30,181 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,222,331.

    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).