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Avitas Wealth Management LLC: LIN position timeline

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

Avitas Wealth Management LLC held 5,435 LIN 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 5,435 shares
    Change vs previous 13F +51 shares

    0.31% of the 13F portfolio, value $2,275,471.

    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 5,384 shares
    Change vs previous 13F +76 shares

    0.36% of the 13F portfolio, value $2,567,414.

    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 5,308 shares
    Change vs previous 13F +19 shares

    0.34% of the 13F portfolio, value $2,329,203.

    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 5,289 shares
    Change vs previous 13F +75 shares

    0.37% of the 13F portfolio, value $2,455,788.

    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 5,214 shares
    Change vs previous 13F +155 shares

    0.36% of the 13F portfolio, value $2,141,442.

    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 5,059 shares
    Change vs previous 13F -24 shares

    0.36% of the 13F portfolio, value $1,883,719.

    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 5,083 shares
    Change vs previous 13F +46 shares

    0.35% of the 13F portfolio, value $1,937,030.

    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 5,037 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,790,351.

    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).