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Disclosery

Avitas Wealth Management LLC: MA position timeline

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

Avitas Wealth Management LLC held 11,911 MA 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 11,911 shares
    Change vs previous 13F -122 shares

    0.87% of the 13F portfolio, value $6,271,975.

    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 12,033 shares
    Change vs previous 13F -179 shares

    0.84% of the 13F portfolio, value $5,941,895.

    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 12,212 shares
    Change vs previous 13F -156 shares

    0.79% of the 13F portfolio, value $5,387,446.

    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 12,368 shares
    Change vs previous 13F -64 shares

    0.9% of the 13F portfolio, value $5,956,058.

    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 12,432 shares
    Change vs previous 13F -2 shares

    0.89% of the 13F portfolio, value $5,302,372.

    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 12,434 shares
    Change vs previous 13F -275 shares

    0.94% of the 13F portfolio, value $4,922,745.

    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 12,709 shares
    Change vs previous 13F -60 shares

    0.9% of the 13F portfolio, value $4,998,450.

    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 12,769 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $4,640,382.

    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).