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Avitas Wealth Management LLC: TMO position timeline

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

Avitas Wealth Management LLC held 5,455 TMO 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 5,455 shares
    Change vs previous 13F -1,016 shares

    0.39% of the 13F portfolio, value $2,837,855.

    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 6,471 shares
    Change vs previous 13F +100 shares

    0.56% of the 13F portfolio, value $4,002,766.

    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 6,371 shares
    Change vs previous 13F +12 shares

    0.52% of the 13F portfolio, value $3,523,163.

    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 6,359 shares
    Change vs previous 13F +1,309 shares

    0.56% of the 13F portfolio, value $3,695,914.

    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 5,050 shares
    Change vs previous 13F +140 shares

    0.45% of the 13F portfolio, value $2,680,490.

    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 4,910 shares
    Change vs previous 13F -42 shares

    0.47% of the 13F portfolio, value $2,485,295.

    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 4,952 shares
    Change vs previous 13F +22 shares

    0.47% of the 13F portfolio, value $2,583,706.

    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 4,930 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,841,504.

    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).