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Avitas Wealth Management LLC: MSI position timeline

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

Avitas Wealth Management LLC held 7,583 MSI 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 7,583 shares
    Change vs previous 13F +53 shares

    0.48% of the 13F portfolio, value $3,505,090.

    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 7,530 shares
    Change vs previous 13F +119 shares

    0.48% of the 13F portfolio, value $3,385,714.

    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 7,411 shares
    Change vs previous 13F +32 shares

    0.42% of the 13F portfolio, value $2,861,017.

    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 7,379 shares
    Change vs previous 13F +111 shares

    0.4% of the 13F portfolio, value $2,619,397.

    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 7,268 shares
    Change vs previous 13F +257 shares

    0.38% of the 13F portfolio, value $2,275,538.

    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 7,011 shares
    Change vs previous 13F -16 shares

    0.36% of the 13F portfolio, value $1,908,675.

    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 7,027 shares
    Change vs previous 13F +70 shares

    0.37% of the 13F portfolio, value $2,060,879.

    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 6,957 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,990,606.

    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).