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Disclosery

Avitas Wealth Management LLC: ICLR position timeline

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

Avitas Wealth Management LLC held 1,341 ICLR 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 1,341 shares
    Change vs previous 13F +262 shares

    0.04% of the 13F portfolio, value $281,221.

    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 1,079 shares
    Change vs previous 13F -83 shares

    0.04% of the 13F portfolio, value $310,007.

    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 1,162 shares
    Change vs previous 13F -66 shares

    0.05% of the 13F portfolio, value $364,252.

    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 1,228 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $412,547.

    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).