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Avitas Wealth Management LLC: IVE position timeline

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

Avitas Wealth Management LLC held 65,309 IVE 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 65,309 shares
    Change vs previous 13F +397 shares

    1.72% of the 13F portfolio, value $12,466,182.

    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 64,912 shares
    Change vs previous 13F +781 shares

    1.8% of the 13F portfolio, value $12,798,699.

    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 64,131 shares
    Change vs previous 13F +7 shares

    1.71% of the 13F portfolio, value $11,672,483.

    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 64,124 shares
    Change vs previous 13F -33,896 shares

    1.82% of the 13F portfolio, value $11,979,004.

    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 98,020 shares
    Change vs previous 13F +3,724 shares

    2.85% of the 13F portfolio, value $17,044,698.

    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 94,296 shares
    Change vs previous 13F -482 shares

    2.76% of the 13F portfolio, value $14,506,497.

    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 94,778 shares
    Change vs previous 13F +1,001 shares

    2.76% of the 13F portfolio, value $15,277,266.

    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 93,777 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $14,231,598.

    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).