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Avitas Wealth Management LLC: TOTL position timeline

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

Avitas Wealth Management LLC held 28,113 TOTL 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 28,113 shares
    Change vs previous 13F +1,848 shares

    0.15% of the 13F portfolio, value $1,107,389.

    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 26,265 shares
    Change vs previous 13F -4,963 shares

    0.15% of the 13F portfolio, value $1,087,388.

    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 31,228 shares
    Change vs previous 13F +1,344 shares

    0.18% of the 13F portfolio, value $1,240,357.

    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 29,884 shares
    Change vs previous 13F +1,499 shares

    0.18% of the 13F portfolio, value $1,196,866.

    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 28,385 shares
    Change vs previous 13F +1,264 shares

    0.19% of the 13F portfolio, value $1,142,514.

    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 27,121 shares
    Change vs previous 13F +825 shares

    0.2% of the 13F portfolio, value $1,048,234.

    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 26,296 shares
    Change vs previous 13F +605 shares

    0.19% of the 13F portfolio, value $1,066,308.

    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 25,691 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,054,120.

    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).