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Disclosery

Avitas Wealth Management LLC: TW position timeline

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

Avitas Wealth Management LLC held 4,576 TW 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 4,576 shares
    Change vs previous 13F -117 shares

    0.08% of the 13F portfolio, value $599,090.

    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 4,693 shares
    Change vs previous 13F -351 shares

    0.08% of the 13F portfolio, value $580,383.

    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 5,044 shares
    Change vs previous 13F -292 shares

    0.08% of the 13F portfolio, value $534,664.

    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 5,336 shares
    Change vs previous 13F -72 shares

    0.08% of the 13F portfolio, value $555,851.

    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 5,408 shares
    Change vs previous 13F -35 shares

    0.08% of the 13F portfolio, value $491,479.

    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 5,443 shares
    Change vs previous 13F -1,893 shares

    0.08% of the 13F portfolio, value $436,529.

    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 7,336 shares
    Change vs previous 13F -100 shares

    0.09% of the 13F portfolio, value $502,369.

    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 7,436 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $587,593.

    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).