Avitas Wealth Management LLC: NDAQ position timeline

Avitas Wealth Management LLC held 18,348 NDAQ 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 18,348 shares

   Change vs previous 13F -151 shares

   0.2% of the 13F portfolio, value $1,418,484.

   13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 18,499 shares

   Change vs previous 13F -184 shares

   0.19% of the 13F portfolio, value $1,350,612.

   13F-HR 0001734565-24-000007 filed by Avitas Wealth Management LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 18,683 shares

   Change vs previous 13F -159 shares

   0.16% of the 13F portfolio, value $1,125,838.

   13F-HR 0001734565-24-000004 filed by Avitas Wealth Management LLC
   Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 18,842 shares

   Change vs previous 13F -252 shares

   0.18% of the 13F portfolio, value $1,188,930.

   13F-HR 0001734565-24-000003 filed by Avitas Wealth Management LLC
   Filed 2024-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 19,094 shares

   Change vs previous 13F +315 shares

   0.19% of the 13F portfolio, value $1,110,125.

   13F-HR 0001734565-24-000001 filed by Avitas Wealth Management LLC
   Filed 2024-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-09-30

   13F 18,779 shares

   Change vs previous 13F -429 shares

   0.17% of the 13F portfolio, value $912,472.

   13F-HR 0001734565-23-000005 filed by Avitas Wealth Management LLC
   Filed 2023-11-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-06-30

   13F 19,208 shares

   Change vs previous 13F -8 shares

   0.17% of the 13F portfolio, value $957,519.

   13F-HR 0001734565-23-000004 filed by Avitas Wealth Management LLC
   Filed 2023-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-03-31

   13F 19,216 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $1,050,539.

   13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
   Filed 2023-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).