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Avitas Wealth Management LLC: WDAY position timeline

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

Avitas Wealth Management LLC held 4,875 WDAY 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 4,875 shares
    Change vs previous 13F -11 shares

    0.17% of the 13F portfolio, value $1,257,896.

    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 4,886 shares
    Change vs previous 13F -4 shares

    0.17% of the 13F portfolio, value $1,194,187.

    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 4,890 shares
    Change vs previous 13F -10 shares

    0.16% of the 13F portfolio, value $1,093,208.

    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 4,900 shares
    Change vs previous 13F +52 shares

    0.2% of the 13F portfolio, value $1,336,475.

    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 4,848 shares
    Change vs previous 13F +135 shares

    0.22% of the 13F portfolio, value $1,338,339.

    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 4,713 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,012,588.

    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).