Avitas Wealth Management LLC: NOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avitas Wealth Management LLC on NOW, newest first. How the timeline and the estimate are built.
Avitas Wealth Management LLC held 567 NOW shares at 2024-12-31 per its 13F-HR filed 2025-01-27.
the latest 13F is the newest step
- period ended2024-12-3113F 567 sharesChange vs previous 13F -15 shares
0.08% of the 13F portfolio, value $601,088.
13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 582 sharesChange vs previous 13F -45 shares
0.07% of the 13F portfolio, value $520,535.
13F-HR 0001734565-24-000007 filed by Avitas Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 627 sharesChange vs previous 13F -33 shares
0.07% of the 13F portfolio, value $493,242.
13F-HR 0001734565-24-000004 filed by Avitas Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 660 sharesChange vs previous 13F -7 shares
0.08% of the 13F portfolio, value $503,184.
13F-HR 0001734565-24-000003 filed by Avitas Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 667 sharesChange vs previous 13F -1 shares
0.08% of the 13F portfolio, value $471,229.
13F-HR 0001734565-24-000001 filed by Avitas Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 668 sharesChange vs previous 13F -16 shares
0.07% of the 13F portfolio, value $373,385.
13F-HR 0001734565-23-000005 filed by Avitas Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 684 sharesChange vs previous 13F -7 shares
0.07% of the 13F portfolio, value $384,387.
13F-HR 0001734565-23-000004 filed by Avitas Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 691 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $321,122.
13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).