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Disclosery

Avitas Wealth Management LLC: SLB position timeline

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

Avitas Wealth Management LLC held 86,285 SLB 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 86,285 shares
    Change vs previous 13F +410 shares

    0.46% of the 13F portfolio, value $3,308,167.

    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 85,875 shares
    Change vs previous 13F +810 shares

    0.51% of the 13F portfolio, value $3,602,456.

    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 85,065 shares
    Change vs previous 13F -16,054 shares

    0.59% of the 13F portfolio, value $4,013,367.

    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 101,119 shares
    Change vs previous 13F +1,100 shares

    0.84% of the 13F portfolio, value $5,542,332.

    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 100,019 shares
    Change vs previous 13F +21,474 shares

    0.87% of the 13F portfolio, value $5,204,989.

    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 78,545 shares
    Change vs previous 13F -285 shares

    0.87% of the 13F portfolio, value $4,579,174.

    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 78,830 shares
    Change vs previous 13F +723 shares

    0.7% of the 13F portfolio, value $3,872,130.

    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 78,107 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,835,054.

    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).