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Avitas Wealth Management LLC: TSLA position timeline

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

Avitas Wealth Management LLC held 38,170 TSLA 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 38,170 shares
    Change vs previous 13F -664 shares

    2.13% of the 13F portfolio, value $15,414,573.

    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 38,834 shares
    Change vs previous 13F -1,051 shares

    1.43% of the 13F portfolio, value $10,160,139.

    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 39,885 shares
    Change vs previous 13F -946 shares

    1.16% of the 13F portfolio, value $7,892,444.

    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 40,831 shares
    Change vs previous 13F -739 shares

    1.09% of the 13F portfolio, value $7,177,681.

    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 41,570 shares
    Change vs previous 13F -61 shares

    1.73% of the 13F portfolio, value $10,329,314.

    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 41,631 shares
    Change vs previous 13F -1,039 shares

    1.98% of the 13F portfolio, value $10,416,909.

    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 42,670 shares
    Change vs previous 13F -683 shares

    2.02% of the 13F portfolio, value $11,169,726.

    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 43,353 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $8,994,013.

    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).