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Avitas Wealth Management LLC: IHI position timeline

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

Avitas Wealth Management LLC held 5,623 IHI 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 5,623 shares
    Change vs previous 13F -309 shares

    0.05% of the 13F portfolio, value $328,102.

    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 5,932 shares
    Change vs previous 13F -104 shares

    0.05% of the 13F portfolio, value $351,293.

    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 6,036 shares
    Change vs previous 13F +43 shares

    0.05% of the 13F portfolio, value $338,257.

    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 5,993 shares
    Change vs previous 13F -125 shares

    0.05% of the 13F portfolio, value $351,130.

    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 6,118 shares
    Change vs previous 13F +66 shares

    0.06% of the 13F portfolio, value $330,188.

    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 6,052 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $293,522.

    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 6,050 shares
    Change vs previous 13F +57 shares

    0.06% of the 13F portfolio, value $341,583.

    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 5,993 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $323,502.

    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).