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Avitas Wealth Management LLC: VLO position timeline

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

Avitas Wealth Management LLC held 40,049 VLO 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 40,049 shares
    Change vs previous 13F +309 shares

    0.68% of the 13F portfolio, value $4,909,607.

    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 39,740 shares
    Change vs previous 13F +582 shares

    0.75% of the 13F portfolio, value $5,366,092.

    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 39,158 shares
    Change vs previous 13F +176 shares

    0.9% of the 13F portfolio, value $6,138,408.

    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 38,982 shares
    Change vs previous 13F +575 shares

    1.01% of the 13F portfolio, value $6,653,838.

    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 38,407 shares
    Change vs previous 13F +1,426 shares

    0.84% of the 13F portfolio, value $4,992,910.

    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 36,981 shares
    Change vs previous 13F +17 shares

    1% of the 13F portfolio, value $5,240,578.

    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 36,964 shares
    Change vs previous 13F +443 shares

    0.78% of the 13F portfolio, value $4,335,877.

    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 36,521 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $5,098,332.

    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).