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Disclosery

Avitas Wealth Management LLC: SOXX position timeline

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

Avitas Wealth Management LLC held 6,046 SOXX 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 6,046 shares
    Change vs previous 13F -316 shares

    0.18% of the 13F portfolio, value $1,302,853.

    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 6,362 shares
    Change vs previous 13F +955 shares

    0.21% of the 13F portfolio, value $1,467,014.

    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 5,407 shares
    Change vs previous 13F +50 shares

    0.2% of the 13F portfolio, value $1,333,528.

    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 5,357 shares
    Change vs previous 13F +3,550 shares

    0.18% of the 13F portfolio, value $1,210,253.

    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 1,807 shares
    Change vs previous 13F +37 shares

    0.17% of the 13F portfolio, value $1,041,013.

    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 1,770 shares
    Change vs previous 13F -4 shares

    0.16% of the 13F portfolio, value $838,361.

    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 1,774 shares
    Change vs previous 13F +13 shares

    0.16% of the 13F portfolio, value $899,879.

    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 1,761 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $783,064.

    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).