Avitas Wealth Management LLC: ROK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avitas Wealth Management LLC on ROK, newest first. How the timeline and the estimate are built.
Avitas Wealth Management LLC held 0 ROK shares at 2024-09-30 per its 13F-HR filed 2024-10-25.
the latest 13F is the newest step
- period ended2024-09-3013F 0 sharesChange vs previous 13F -1,529 shares
13F-HR 0001734565-24-000007 filed by Avitas Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-06-3013F 1,529 sharesChange vs previous 13F -95 shares
0.06% of the 13F portfolio, value $420,903.
13F-HR 0001734565-24-000004 filed by Avitas Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 1,624 sharesChange vs previous 13F -12 shares
0.07% of the 13F portfolio, value $473,120.
13F-HR 0001734565-24-000003 filed by Avitas Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 1,636 sharesChange vs previous 13F -6 shares
0.08% of the 13F portfolio, value $507,945.
13F-HR 0001734565-24-000001 filed by Avitas Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 1,642 sharesChange vs previous 13F -53 shares
0.09% of the 13F portfolio, value $469,399.
13F-HR 0001734565-23-000005 filed by Avitas Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 1,695 sharesChange vs previous 13F -26 shares
0.1% of the 13F portfolio, value $558,418.
13F-HR 0001734565-23-000004 filed by Avitas Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 1,721 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $505,027.
13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).