Avitas Wealth Management LLC: JD position timeline

Avitas Wealth Management LLC held 8,127 JD 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 8,127 shares

   Change vs previous 13F +8,127 shares

   0.04% of the 13F portfolio, value $281,763.

   13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F -39,827 shares

   13F-HR 0001734565-24-000007 filed by Avitas Wealth Management LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

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

3. period ended2024-06-30

   13F 39,827 shares

   Change vs previous 13F -139 shares

   0.15% of the 13F portfolio, value $1,029,130.

   13F-HR 0001734565-24-000004 filed by Avitas Wealth Management LLC
   Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 39,966 shares

   Change vs previous 13F +579 shares

   0.17% of the 13F portfolio, value $1,094,669.

   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).

5. period ended2023-12-31

   13F 39,387 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $1,137,890.

   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).