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Avitas Wealth Management LLC: LLY position timeline

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

Avitas Wealth Management LLC held 19,713 LLY 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 19,713 shares
    Change vs previous 13F +1,623 shares

    2.1% of the 13F portfolio, value $15,218,436.

    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 18,090 shares
    Change vs previous 13F -71 shares

    2.25% of the 13F portfolio, value $16,026,655.

    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 18,161 shares
    Change vs previous 13F -209 shares

    2.41% of the 13F portfolio, value $16,442,606.

    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 18,370 shares
    Change vs previous 13F +112 shares

    2.17% of the 13F portfolio, value $14,291,125.

    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 18,258 shares
    Change vs previous 13F +421 shares

    1.78% of the 13F portfolio, value $10,642,953.

    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 17,837 shares
    Change vs previous 13F -202 shares

    1.82% of the 13F portfolio, value $9,580,788.

    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 18,039 shares
    Change vs previous 13F +10 shares

    1.53% of the 13F portfolio, value $8,459,930.

    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 18,029 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $6,191,519.

    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).