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Disclosery

Avitas Wealth Management LLC: ICE position timeline

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

Avitas Wealth Management LLC held 26,970 ICE 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 26,970 shares
    Change vs previous 13F +163 shares

    0.56% of the 13F portfolio, value $4,018,800.

    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 26,807 shares
    Change vs previous 13F +312 shares

    0.61% of the 13F portfolio, value $4,306,276.

    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 26,495 shares
    Change vs previous 13F +38 shares

    0.53% of the 13F portfolio, value $3,626,901.

    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 26,457 shares
    Change vs previous 13F +165 shares

    0.55% of the 13F portfolio, value $3,635,986.

    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 26,292 shares
    Change vs previous 13F +768 shares

    0.56% of the 13F portfolio, value $3,376,682.

    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 25,524 shares
    Change vs previous 13F -109 shares

    0.53% of the 13F portfolio, value $2,808,150.

    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 25,633 shares
    Change vs previous 13F +63 shares

    0.52% of the 13F portfolio, value $2,898,580.

    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 25,570 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,666,695.

    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).