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Avitas Wealth Management LLC: MNST position timeline

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

Avitas Wealth Management LLC held 25,368 MNST 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 25,368 shares
    Change vs previous 13F -167 shares

    0.18% of the 13F portfolio, value $1,333,342.

    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 25,535 shares
    Change vs previous 13F -250 shares

    0.19% of the 13F portfolio, value $1,332,161.

    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 25,785 shares
    Change vs previous 13F -186 shares

    0.19% of the 13F portfolio, value $1,287,961.

    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 25,971 shares
    Change vs previous 13F -282 shares

    0.23% of the 13F portfolio, value $1,539,561.

    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 26,253 shares
    Change vs previous 13F +448 shares

    0.25% of the 13F portfolio, value $1,512,435.

    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 25,805 shares
    Change vs previous 13F -596 shares

    0.26% of the 13F portfolio, value $1,366,375.

    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 26,401 shares
    Change vs previous 13F -6 shares

    0.27% of the 13F portfolio, value $1,516,473.

    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 26,407 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,426,242.

    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).