Skip to content
Disclosery

Avitas Wealth Management LLC: ORCL position timeline

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

Avitas Wealth Management LLC held 16,401 ORCL 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 16,401 shares
    Change vs previous 13F +87 shares

    0.38% of the 13F portfolio, value $2,733,063.

    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 16,314 shares
    Change vs previous 13F +216 shares

    0.39% of the 13F portfolio, value $2,779,906.

    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 16,098 shares
    Change vs previous 13F +19 shares

    0.33% of the 13F portfolio, value $2,273,038.

    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 16,079 shares
    Change vs previous 13F -3,016 shares

    0.31% of the 13F portfolio, value $2,019,683.

    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 19,095 shares
    Change vs previous 13F +539 shares

    0.34% of the 13F portfolio, value $2,013,186.

    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 18,556 shares
    Change vs previous 13F +3,297 shares

    0.37% of the 13F portfolio, value $1,965,452.

    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 15,259 shares
    Change vs previous 13F +3,456 shares

    0.33% of the 13F portfolio, value $1,817,194.

    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 11,803 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,096,735.

    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).