Avitas Wealth Management LLC: ROP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avitas Wealth Management LLC on ROP, newest first. How the timeline and the estimate are built.
Avitas Wealth Management LLC held 6,539 ROP shares at 2024-12-31 per its 13F-HR filed 2025-01-27.
the latest 13F is the newest step
- period ended2024-12-3113F 6,539 sharesChange vs previous 13F +27 shares
0.47% of the 13F portfolio, value $3,399,299.
13F-HR 0001734565-25-000001 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 ended2024-09-3013F 6,512 sharesChange vs previous 13F +70 shares
0.51% of the 13F portfolio, value $3,623,537.
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).
- period ended2024-06-3013F 6,442 sharesChange vs previous 13F -1 shares
0.53% of the 13F portfolio, value $3,631,098.
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 6,443 sharesChange vs previous 13F +51 shares
0.55% of the 13F portfolio, value $3,613,492.
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 6,392 sharesChange vs previous 13F +163 shares
0.58% of the 13F portfolio, value $3,484,727.
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 6,229 sharesChange vs previous 13F -69 shares
0.57% of the 13F portfolio, value $3,016,580.
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 6,298 sharesChange vs previous 13F +22 shares
0.55% of the 13F portfolio, value $3,028,078.
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 6,276 sharesChange vs previous 13F not available
0.54% of the 13F portfolio, value $2,765,770.
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).