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Disclosery

Avitas Wealth Management LLC: SMG position timeline

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

Avitas Wealth Management LLC held 21,784 SMG 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 21,784 shares
    Change vs previous 13F +126 shares

    0.2% of the 13F portfolio, value $1,445,151.

    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 21,658 shares
    Change vs previous 13F +296 shares

    0.26% of the 13F portfolio, value $1,877,749.

    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 21,362 shares
    Change vs previous 13F +25 shares

    0.2% of the 13F portfolio, value $1,389,812.

    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 21,337 shares
    Change vs previous 13F +240 shares

    0.24% of the 13F portfolio, value $1,591,527.

    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 21,097 shares
    Change vs previous 13F +596 shares

    0.22% of the 13F portfolio, value $1,344,934.

    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 20,501 shares
    Change vs previous 13F +5,357 shares

    0.2% of the 13F portfolio, value $1,059,492.

    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 15,144 shares
    Change vs previous 13F +128 shares

    0.17% of the 13F portfolio, value $949,377.

    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 15,016 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,047,216.

    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).