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Disclosery

Avitas Wealth Management LLC: SUB position timeline

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

Avitas Wealth Management LLC held 3,528 SUB 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 3,528 shares
    Change vs previous 13F +707 shares

    0.05% of the 13F portfolio, value $372,092.

    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 2,821 shares
    Change vs previous 13F -78 shares

    0.04% of the 13F portfolio, value $299,562.

    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 2,899 shares
    Change vs previous 13F +179 shares

    0.04% of the 13F portfolio, value $303,056.

    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 2,720 shares
    Change vs previous 13F -630 shares

    0.04% of the 13F portfolio, value $284,910.

    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 3,350 shares
    Change vs previous 13F +174 shares

    0.06% of the 13F portfolio, value $353,218.

    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 3,176 shares
    Change vs previous 13F -1,316 shares

    0.06% of the 13F portfolio, value $326,686.

    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 4,492 shares
    Change vs previous 13F +40 shares

    0.08% of the 13F portfolio, value $467,300.

    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 4,452 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $466,026.

    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).