Skip to content
Disclosery

Avitas Wealth Management LLC: IVW position timeline

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

Avitas Wealth Management LLC held 139,077 IVW 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 139,077 shares
    Change vs previous 13F -876 shares

    1.95% of the 13F portfolio, value $14,120,488.

    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 139,953 shares
    Change vs previous 13F +33 shares

    1.88% of the 13F portfolio, value $13,400,500.

    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 139,920 shares
    Change vs previous 13F -565 shares

    1.9% of the 13F portfolio, value $12,948,197.

    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 140,485 shares
    Change vs previous 13F -48,608 shares

    1.8% of the 13F portfolio, value $11,862,553.

    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 189,093 shares
    Change vs previous 13F +673 shares

    2.38% of the 13F portfolio, value $14,200,884.

    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 188,420 shares
    Change vs previous 13F -3,771 shares

    2.45% of the 13F portfolio, value $12,891,696.

    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 192,191 shares
    Change vs previous 13F -1,923 shares

    2.45% of the 13F portfolio, value $13,545,622.

    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 194,114 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $12,401,943.

    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).