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Disclosery

Avitas Wealth Management LLC: HWM position timeline

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

Avitas Wealth Management LLC held 24,692 HWM 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 24,692 shares
    Change vs previous 13F +123 shares

    0.37% of the 13F portfolio, value $2,700,564.

    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 24,569 shares
    Change vs previous 13F +326 shares

    0.35% of the 13F portfolio, value $2,463,042.

    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 24,243 shares
    Change vs previous 13F +36 shares

    0.28% of the 13F portfolio, value $1,881,984.

    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 24,207 shares
    Change vs previous 13F +242 shares

    0.25% of the 13F portfolio, value $1,656,485.

    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 23,965 shares
    Change vs previous 13F +667 shares

    0.22% of the 13F portfolio, value $1,296,986.

    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 23,298 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,077,533.

    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).