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Avitas Wealth Management LLC: MSFT position timeline

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

Avitas Wealth Management LLC held 83,620 MSFT 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 83,620 shares
    Change vs previous 13F -985 shares

    4.87% of the 13F portfolio, value $35,245,830.

    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 84,605 shares
    Change vs previous 13F -1,819 shares

    5.12% of the 13F portfolio, value $36,405,532.

    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 86,424 shares
    Change vs previous 13F -1,743 shares

    5.66% of the 13F portfolio, value $38,627,207.

    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 88,167 shares
    Change vs previous 13F +3,703 shares

    5.64% of the 13F portfolio, value $37,093,620.

    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 84,464 shares
    Change vs previous 13F +220 shares

    5.31% of the 13F portfolio, value $31,761,843.

    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 84,244 shares
    Change vs previous 13F -2,072 shares

    5.06% of the 13F portfolio, value $26,600,043.

    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 86,316 shares
    Change vs previous 13F -1,103 shares

    5.32% of the 13F portfolio, value $29,394,051.

    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 87,419 shares
    Change vs previous 13F not available

    4.93% of the 13F portfolio, value $25,202,898.

    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).