Avitas Wealth Management LLC: IWF position timeline

Avitas Wealth Management LLC held 0 IWF shares at 2024-03-31 per its 13F-HR filed 2024-04-24.

the latest 13F is the newest step

1. period ended2024-03-31

   13F 0 shares

   Change vs previous 13F -3,039 shares

   13F-HR 0001734565-24-000003 filed by Avitas Wealth Management LLC
   Filed 2024-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2023-12-31

   13F 3,039 shares

   Change vs previous 13F -215 shares

   0.15% of the 13F portfolio, value $921,334.

   13F-HR 0001734565-24-000001 filed by Avitas Wealth Management LLC
   Filed 2024-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2023-09-30

   13F 3,254 shares

   Change vs previous 13F -4,625 shares

   0.16% of the 13F portfolio, value $865,531.

   13F-HR 0001734565-23-000005 filed by Avitas Wealth Management LLC
   Filed 2023-11-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-06-30

   13F 7,879 shares

   Change vs previous 13F -105 shares

   0.39% of the 13F portfolio, value $2,168,143.

   13F-HR 0001734565-23-000004 filed by Avitas Wealth Management LLC
   Filed 2023-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-03-31

   13F 7,984 shares

   Change vs previous 13F not available

   0.38% of the 13F portfolio, value $1,950,731.

   13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
   Filed 2023-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).