Skip to content
Disclosery

Avitas Wealth Management LLC: SPGI position timeline

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

Avitas Wealth Management LLC held 3,998 SPGI 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 3,998 shares
    Change vs previous 13F -27 shares

    0.28% of the 13F portfolio, value $1,991,124.

    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 4,025 shares
    Change vs previous 13F -45 shares

    0.29% of the 13F portfolio, value $2,079,396.

    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 4,070 shares
    Change vs previous 13F -37 shares

    0.27% of the 13F portfolio, value $1,815,220.

    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 4,107 shares
    Change vs previous 13F -29 shares

    0.27% of the 13F portfolio, value $1,747,323.

    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 4,136 shares
    Change vs previous 13F +42 shares

    0.3% of the 13F portfolio, value $1,821,991.

    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 4,094 shares
    Change vs previous 13F -83 shares

    0.28% of the 13F portfolio, value $1,495,989.

    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 4,177 shares
    Change vs previous 13F -15 shares

    0.3% of the 13F portfolio, value $1,674,518.

    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 4,192 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,445,276.

    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).