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Avitas Wealth Management LLC: HRI position timeline

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

Avitas Wealth Management LLC held 4,357 HRI 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 4,357 shares
    Change vs previous 13F -113 shares

    0.11% of the 13F portfolio, value $824,911.

    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 4,470 shares
    Change vs previous 13F -342 shares

    0.1% of the 13F portfolio, value $712,652.

    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 4,812 shares
    Change vs previous 13F -284 shares

    0.09% of the 13F portfolio, value $641,391.

    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 5,096 shares
    Change vs previous 13F -37 shares

    0.13% of the 13F portfolio, value $857,657.

    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 5,133 shares
    Change vs previous 13F -20 shares

    0.13% of the 13F portfolio, value $764,252.

    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 5,153 shares
    Change vs previous 13F -167 shares

    0.12% of the 13F portfolio, value $612,898.

    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 5,320 shares
    Change vs previous 13F -78 shares

    0.13% of the 13F portfolio, value $728,042.

    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 5,398 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $614,832.

    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).