Avitas Wealth Management LLC: TLT position timeline

Avitas Wealth Management LLC held 88,639 TLT 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 88,639 shares

   Change vs previous 13F +1,618 shares

   1.07% of the 13F portfolio, value $7,740,844.

   13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 87,021 shares

   Change vs previous 13F +1,585 shares

   1.2% of the 13F portfolio, value $8,536,760.

   13F-HR 0001734565-24-000007 filed by Avitas Wealth Management LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 85,436 shares

   Change vs previous 13F -995 shares

   1.15% of the 13F portfolio, value $7,841,316.

   13F-HR 0001734565-24-000004 filed by Avitas Wealth Management LLC
   Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 86,431 shares

   Change vs previous 13F +1,154 shares

   1.24% of the 13F portfolio, value $8,178,101.

   13F-HR 0001734565-24-000003 filed by Avitas Wealth Management LLC
   Filed 2024-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 85,277 shares

   Change vs previous 13F not available

   1.41% of the 13F portfolio, value $8,432,190.

   13F-HR 0001734565-24-000001 filed by Avitas Wealth Management LLC
   Filed 2024-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).