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Avitas Wealth Management LLC: NVDA position timeline

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

Avitas Wealth Management LLC held 328,614 NVDA 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 328,614 shares
    Change vs previous 13F -3,307 shares

    6.1% of the 13F portfolio, value $44,129,574.

    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 331,921 shares
    Change vs previous 13F +4,061 shares

    5.67% of the 13F portfolio, value $40,308,486.

    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 327,860 shares
    Change vs previous 13F +294,703 shares

    5.93% of the 13F portfolio, value $40,503,824.

    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 33,157 shares
    Change vs previous 13F -4,829 shares

    4.55% of the 13F portfolio, value $29,959,339.

    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 37,986 shares
    Change vs previous 13F +1,898 shares

    3.15% of the 13F portfolio, value $18,811,427.

    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 36,088 shares
    Change vs previous 13F -8,952 shares

    2.99% of the 13F portfolio, value $15,697,919.

    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 45,040 shares
    Change vs previous 13F -566 shares

    3.45% of the 13F portfolio, value $19,052,821.

    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 45,606 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $12,667,979.

    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).