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Disclosery

Avitas Wealth Management LLC: SHOP position timeline

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

Avitas Wealth Management LLC held 21,239 SHOP 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 21,239 shares
    Change vs previous 13F -130 shares

    0.31% of the 13F portfolio, value $2,258,343.

    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 21,369 shares
    Change vs previous 13F -214 shares

    0.24% of the 13F portfolio, value $1,712,512.

    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 21,583 shares
    Change vs previous 13F -187 shares

    0.21% of the 13F portfolio, value $1,425,557.

    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 21,770 shares
    Change vs previous 13F -334 shares

    0.26% of the 13F portfolio, value $1,679,991.

    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 22,104 shares
    Change vs previous 13F +284 shares

    0.29% of the 13F portfolio, value $1,721,902.

    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 21,820 shares
    Change vs previous 13F -499 shares

    0.23% of the 13F portfolio, value $1,190,717.

    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 22,319 shares
    Change vs previous 13F -130 shares

    0.26% of the 13F portfolio, value $1,441,807.

    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 22,449 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,076,205.

    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).