Skip to content
Disclosery

Avitas Wealth Management LLC: KLAC position timeline

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

Avitas Wealth Management LLC held 2,977 KLAC 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 2,977 shares
    Change vs previous 13F -15 shares

    0.26% of the 13F portfolio, value $1,875,867.

    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 2,992 shares
    Change vs previous 13F -30 shares

    0.33% of the 13F portfolio, value $2,317,035.

    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 3,022 shares
    Change vs previous 13F -26 shares

    0.36% of the 13F portfolio, value $2,491,669.

    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 3,048 shares
    Change vs previous 13F -7 shares

    0.32% of the 13F portfolio, value $2,129,241.

    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 3,055 shares
    Change vs previous 13F +49 shares

    0.3% of the 13F portfolio, value $1,775,872.

    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 3,006 shares
    Change vs previous 13F -60 shares

    0.26% of the 13F portfolio, value $1,378,732.

    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 3,066 shares
    Change vs previous 13F +7 shares

    0.27% of the 13F portfolio, value $1,487,071.

    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 3,059 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,221,061.

    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).