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Disclosery

Avitas Wealth Management LLC: V position timeline

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

Avitas Wealth Management LLC held 19,957 V 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 19,957 shares
    Change vs previous 13F -63 shares

    0.87% of the 13F portfolio, value $6,307,210.

    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 20,020 shares
    Change vs previous 13F -368 shares

    0.77% of the 13F portfolio, value $5,504,499.

    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 20,388 shares
    Change vs previous 13F -385 shares

    0.78% of the 13F portfolio, value $5,351,238.

    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 20,773 shares
    Change vs previous 13F +72 shares

    0.88% of the 13F portfolio, value $5,797,329.

    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 20,701 shares
    Change vs previous 13F +366 shares

    0.9% of the 13F portfolio, value $5,389,505.

    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 20,335 shares
    Change vs previous 13F -273 shares

    0.89% of the 13F portfolio, value $4,677,253.

    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 20,608 shares
    Change vs previous 13F +3 shares

    0.89% of the 13F portfolio, value $4,893,988.

    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 20,605 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $4,645,603.

    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).