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Disclosery

Avitas Wealth Management LLC: SCHW position timeline

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

Avitas Wealth Management LLC held 23,387 SCHW 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 23,387 shares
    Change vs previous 13F -101 shares

    0.24% of the 13F portfolio, value $1,730,872.

    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 23,488 shares
    Change vs previous 13F -47 shares

    0.21% of the 13F portfolio, value $1,522,257.

    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 23,535 shares
    Change vs previous 13F -106 shares

    0.25% of the 13F portfolio, value $1,734,294.

    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 23,641 shares
    Change vs previous 13F -13,375 shares

    0.26% of the 13F portfolio, value $1,710,190.

    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 37,016 shares
    Change vs previous 13F +17,334 shares

    0.43% of the 13F portfolio, value $2,546,701.

    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 19,682 shares
    Change vs previous 13F -12,550 shares

    0.21% of the 13F portfolio, value $1,080,542.

    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 32,232 shares
    Change vs previous 13F -79 shares

    0.33% of the 13F portfolio, value $1,826,910.

    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 32,311 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,692,450.

    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).