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Disclosery

Avitas Wealth Management LLC: LOW position timeline

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

Avitas Wealth Management LLC held 0 LOW shares at 2023-12-31 per its 13F-HR filed 2024-01-24.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -6,673 shares

    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).

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

  2. period ended2023-09-30
    13F 6,673 shares
    Change vs previous 13F -16 shares

    0.26% of the 13F portfolio, value $1,386,916.

    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).

  3. period ended2023-06-30
    13F 6,689 shares
    Change vs previous 13F +90 shares

    0.27% of the 13F portfolio, value $1,509,707.

    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).

  4. period ended2023-03-31
    13F 6,599 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,319,602.

    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).