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Disclosery

Avitas Wealth Management LLC: META position timeline

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

Avitas Wealth Management LLC held 23,395 META 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 23,395 shares
    Change vs previous 13F -196 shares

    1.89% of the 13F portfolio, value $13,698,006.

    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 23,591 shares
    Change vs previous 13F +2,730 shares

    1.9% of the 13F portfolio, value $13,504,432.

    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 20,861 shares
    Change vs previous 13F +561 shares

    1.54% of the 13F portfolio, value $10,518,533.

    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 20,300 shares
    Change vs previous 13F -275 shares

    1.5% of the 13F portfolio, value $9,857,274.

    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 20,575 shares
    Change vs previous 13F +92 shares

    1.22% of the 13F portfolio, value $7,282,727.

    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 20,483 shares
    Change vs previous 13F +2,636 shares

    1.17% of the 13F portfolio, value $6,149,201.

    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 17,847 shares
    Change vs previous 13F -141 shares

    0.93% of the 13F portfolio, value $5,121,732.

    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 17,988 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,812,377.

    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).