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Avitas Wealth Management LLC: OMF position timeline

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

Avitas Wealth Management LLC held 45,432 OMF 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 45,432 shares
    Change vs previous 13F +256 shares

    0.33% of the 13F portfolio, value $2,368,370.

    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 45,176 shares
    Change vs previous 13F +652 shares

    0.3% of the 13F portfolio, value $2,126,434.

    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 44,524 shares
    Change vs previous 13F +85 shares

    0.32% of the 13F portfolio, value $2,158,969.

    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 44,439 shares
    Change vs previous 13F +451 shares

    0.34% of the 13F portfolio, value $2,270,389.

    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 43,988 shares
    Change vs previous 13F +1,262 shares

    0.36% of the 13F portfolio, value $2,164,210.

    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 42,726 shares
    Change vs previous 13F -206 shares

    0.33% of the 13F portfolio, value $1,712,885.

    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 42,932 shares
    Change vs previous 13F +227 shares

    0.34% of the 13F portfolio, value $1,875,699.

    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 42,705 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,583,501.

    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).