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Disclosery

Avitas Wealth Management LLC: TXN position timeline

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

Avitas Wealth Management LLC held 10,835 TXN 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 10,835 shares
    Change vs previous 13F +59 shares

    0.28% of the 13F portfolio, value $2,031,671.

    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 10,776 shares
    Change vs previous 13F +113 shares

    0.31% of the 13F portfolio, value $2,225,998.

    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 10,663 shares
    Change vs previous 13F -2 shares

    0.3% of the 13F portfolio, value $2,074,273.

    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 10,665 shares
    Change vs previous 13F -3,620 shares

    0.28% of the 13F portfolio, value $1,857,950.

    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 14,285 shares
    Change vs previous 13F +471 shares

    0.41% of the 13F portfolio, value $2,435,021.

    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 13,814 shares
    Change vs previous 13F -38 shares

    0.42% of the 13F portfolio, value $2,196,564.

    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 13,852 shares
    Change vs previous 13F +135 shares

    0.45% of the 13F portfolio, value $2,493,637.

    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 13,717 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,551,499.

    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).