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Avitas Wealth Management LLC: UPS position timeline

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

Avitas Wealth Management LLC held 10,397 UPS 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 10,397 shares
    Change vs previous 13F -74 shares

    0.18% of the 13F portfolio, value $1,311,062.

    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 10,471 shares
    Change vs previous 13F -42 shares

    0.2% of the 13F portfolio, value $1,427,616.

    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 10,513 shares
    Change vs previous 13F -7,754 shares

    0.21% of the 13F portfolio, value $1,438,704.

    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 18,267 shares
    Change vs previous 13F -227 shares

    0.41% of the 13F portfolio, value $2,715,024.

    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 18,494 shares
    Change vs previous 13F -1,530 shares

    0.49% of the 13F portfolio, value $2,907,812.

    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 20,024 shares
    Change vs previous 13F -445 shares

    0.59% of the 13F portfolio, value $3,121,141.

    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 20,469 shares
    Change vs previous 13F -81 shares

    0.66% of the 13F portfolio, value $3,669,068.

    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 20,550 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,986,495.

    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).