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Disclosery

Avitas Wealth Management LLC: TTD position timeline

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

Avitas Wealth Management LLC held 20,381 TTD 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 20,381 shares
    Change vs previous 13F -226 shares

    0.33% of the 13F portfolio, value $2,395,379.

    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 20,607 shares
    Change vs previous 13F +5,096 shares

    0.32% of the 13F portfolio, value $2,259,558.

    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 15,511 shares
    Change vs previous 13F -318 shares

    0.22% of the 13F portfolio, value $1,514,959.

    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 15,829 shares
    Change vs previous 13F -43 shares

    0.21% of the 13F portfolio, value $1,383,771.

    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 15,872 shares
    Change vs previous 13F +12,050 shares

    0.19% of the 13F portfolio, value $1,142,149.

    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 3,822 shares
    Change vs previous 13F -126 shares

    0.06% of the 13F portfolio, value $298,689.

    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 3,948 shares
    Change vs previous 13F -64 shares

    0.06% of the 13F portfolio, value $304,865.

    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 4,012 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $244,371.

    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).