Skip to content
Disclosery

Avitas Wealth Management LLC: HYG position timeline

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

Avitas Wealth Management LLC held 109,968 HYG 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 109,968 shares
    Change vs previous 13F +10,113 shares

    1.2% of the 13F portfolio, value $8,648,988.

    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 99,855 shares
    Change vs previous 13F +3,730 shares

    1.13% of the 13F portfolio, value $8,018,369.

    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 96,125 shares
    Change vs previous 13F -596 shares

    1.09% of the 13F portfolio, value $7,415,070.

    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 96,721 shares
    Change vs previous 13F +1,226 shares

    1.14% of the 13F portfolio, value $7,518,096.

    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 95,495 shares
    Change vs previous 13F +2,088 shares

    1.24% of the 13F portfolio, value $7,390,366.

    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 93,407 shares
    Change vs previous 13F +871 shares

    1.31% of the 13F portfolio, value $6,885,990.

    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 92,536 shares
    Change vs previous 13F +1,578 shares

    1.26% of the 13F portfolio, value $6,946,662.

    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 90,958 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $6,871,870.

    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).