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Disclosery

Avitas Wealth Management LLC: PNQI position timeline

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

Avitas Wealth Management LLC held 9,704 PNQI 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 9,704 shares
    Change vs previous 13F -530 shares

    0.06% of the 13F portfolio, value $453,080.

    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 10,234 shares
    Change vs previous 13F -148 shares

    0.06% of the 13F portfolio, value $444,667.

    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 10,382 shares
    Change vs previous 13F +124 shares

    0.06% of the 13F portfolio, value $426,285.

    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 10,258 shares
    Change vs previous 13F -155 shares

    0.06% of the 13F portfolio, value $409,192.

    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 10,413 shares
    Change vs previous 13F +165 shares

    0.06% of the 13F portfolio, value $375,597.

    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 10,248 shares
    Change vs previous 13F +8,208 shares

    0.06% of the 13F portfolio, value $314,409.

    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 2,040 shares
    Change vs previous 13F +19 shares

    0.06% of the 13F portfolio, value $318,963.

    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 2,021 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $284,739.

    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).