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Avitas Wealth Management LLC: SBUX position timeline

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

Avitas Wealth Management LLC held 22,815 SBUX 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 22,815 shares
    Change vs previous 13F -160 shares

    0.29% of the 13F portfolio, value $2,081,869.

    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 22,975 shares
    Change vs previous 13F -195 shares

    0.31% of the 13F portfolio, value $2,239,833.

    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 23,170 shares
    Change vs previous 13F -171 shares

    0.26% of the 13F portfolio, value $1,803,785.

    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 23,341 shares
    Change vs previous 13F -77 shares

    0.32% of the 13F portfolio, value $2,133,134.

    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 23,418 shares
    Change vs previous 13F +477 shares

    0.38% of the 13F portfolio, value $2,248,362.

    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 22,941 shares
    Change vs previous 13F -10,099 shares

    0.4% of the 13F portfolio, value $2,093,825.

    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 33,040 shares
    Change vs previous 13F -437 shares

    0.59% of the 13F portfolio, value $3,272,942.

    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 33,477 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,485,960.

    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).