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Disclosery

Avitas Wealth Management LLC: PWR position timeline

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

Avitas Wealth Management LLC held 20,902 PWR 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 20,902 shares
    Change vs previous 13F -161 shares

    0.91% of the 13F portfolio, value $6,606,077.

    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 21,063 shares
    Change vs previous 13F -151 shares

    0.88% of the 13F portfolio, value $6,279,933.

    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 21,214 shares
    Change vs previous 13F -187 shares

    0.79% of the 13F portfolio, value $5,390,265.

    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 21,401 shares
    Change vs previous 13F -112 shares

    0.84% of the 13F portfolio, value $5,559,980.

    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 21,513 shares
    Change vs previous 13F +386 shares

    0.78% of the 13F portfolio, value $4,642,505.

    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 21,127 shares
    Change vs previous 13F -433 shares

    0.75% of the 13F portfolio, value $3,952,228.

    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 21,560 shares
    Change vs previous 13F +74 shares

    0.77% of the 13F portfolio, value $4,235,462.

    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 21,486 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,580,427.

    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).