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Disclosery

Avitas Wealth Management LLC: RIVN position timeline

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

Avitas Wealth Management LLC held 0 RIVN shares at 2024-06-30 per its 13F-HR filed 2024-07-24.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -31,823 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 31,823 shares
    Change vs previous 13F +8,910 shares

    0.05% of the 13F portfolio, value $348,462.

    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).

  3. period ended2023-12-31
    13F 22,913 shares
    Change vs previous 13F +611 shares

    0.09% of the 13F portfolio, value $537,539.

    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).

  4. period ended2023-09-30
    13F 22,302 shares
    Change vs previous 13F -554 shares

    0.1% of the 13F portfolio, value $541,493.

    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).

  5. period ended2023-06-30
    13F 22,856 shares
    Change vs previous 13F -53 shares

    0.07% of the 13F portfolio, value $380,781.

    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).

  6. period ended2023-03-31
    13F 22,909 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $354,631.

    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).