Avitas Wealth Management LLC: IBIT position timeline

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

Avitas Wealth Management LLC held 14,324 IBIT shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

period ended2024-12-31
13F 14,324 shares
Change vs previous 13F -392 shares
0.11% of the 13F portfolio, value $759,888.
13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 14,716 shares
Change vs previous 13F +2,018 shares
0.07% of the 13F portfolio, value $531,689.
13F-HR 0001734565-24-000007 filed by Avitas Wealth Management LLC
Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 12,698 shares
Change vs previous 13F -756 shares
0.06% of the 13F portfolio, value $433,510.
13F-HR 0001734565-24-000004 filed by Avitas Wealth Management LLC
Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 13,454 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $544,483.
13F-HR 0001734565-24-000003 filed by Avitas Wealth Management LLC
Filed 2024-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).