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Avitas Wealth Management LLC: HD position timeline

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

Avitas Wealth Management LLC held 14,576 HD 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 14,576 shares
    Change vs previous 13F -110 shares

    0.78% of the 13F portfolio, value $5,669,918.

    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 14,686 shares
    Change vs previous 13F -101 shares

    0.84% of the 13F portfolio, value $5,950,767.

    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 14,787 shares
    Change vs previous 13F -118 shares

    0.75% of the 13F portfolio, value $5,090,277.

    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 14,905 shares
    Change vs previous 13F +44 shares

    0.87% of the 13F portfolio, value $5,717,558.

    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 14,861 shares
    Change vs previous 13F +3,207 shares

    0.86% of the 13F portfolio, value $5,150,080.

    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 11,654 shares
    Change vs previous 13F -233 shares

    0.67% of the 13F portfolio, value $3,521,373.

    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 11,887 shares
    Change vs previous 13F -60 shares

    0.67% of the 13F portfolio, value $3,692,578.

    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 11,947 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,525,799.

    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).