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Avitas Wealth Management LLC: OMC position timeline

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

Avitas Wealth Management LLC held 12,589 OMC 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 12,589 shares
    Change vs previous 13F +103 shares

    0.15% of the 13F portfolio, value $1,083,158.

    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 12,486 shares
    Change vs previous 13F +196 shares

    0.18% of the 13F portfolio, value $1,290,928.

    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 12,290 shares
    Change vs previous 13F +29 shares

    0.16% of the 13F portfolio, value $1,102,413.

    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 12,261 shares
    Change vs previous 13F +164 shares

    0.18% of the 13F portfolio, value $1,186,374.

    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 12,097 shares
    Change vs previous 13F +856 shares

    0.18% of the 13F portfolio, value $1,046,511.

    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 11,241 shares
    Change vs previous 13F -86 shares

    0.16% of the 13F portfolio, value $837,230.

    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 11,327 shares
    Change vs previous 13F +111 shares

    0.2% of the 13F portfolio, value $1,077,764.

    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 11,216 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,058,117.

    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).