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Avitas Wealth Management LLC: NET position timeline

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

Avitas Wealth Management LLC held 13,593 NET 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 13,593 shares
    Change vs previous 13F -75 shares

    0.2% of the 13F portfolio, value $1,463,694.

    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 13,668 shares
    Change vs previous 13F -62 shares

    0.16% of the 13F portfolio, value $1,105,605.

    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 13,730 shares
    Change vs previous 13F -64 shares

    0.17% of the 13F portfolio, value $1,137,256.

    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 13,794 shares
    Change vs previous 13F +61 shares

    0.2% of the 13F portfolio, value $1,335,673.

    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 13,733 shares
    Change vs previous 13F +369 shares

    0.19% of the 13F portfolio, value $1,143,410.

    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 13,364 shares
    Change vs previous 13F +2,202 shares

    0.16% of the 13F portfolio, value $842,467.

    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 11,162 shares
    Change vs previous 13F -77 shares

    0.13% of the 13F portfolio, value $729,660.

    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 11,239 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $692,997.

    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).