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Avitas Wealth Management LLC: WELL position timeline

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

Avitas Wealth Management LLC held 24,294 WELL 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 24,294 shares
    Change vs previous 13F +134 shares

    0.42% of the 13F portfolio, value $3,061,773.

    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 24,160 shares
    Change vs previous 13F +340 shares

    0.43% of the 13F portfolio, value $3,093,205.

    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 23,820 shares
    Change vs previous 13F +65 shares

    0.36% of the 13F portfolio, value $2,483,235.

    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 23,755 shares
    Change vs previous 13F +281 shares

    0.34% of the 13F portfolio, value $2,219,667.

    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 23,474 shares
    Change vs previous 13F +760 shares

    0.35% of the 13F portfolio, value $2,116,651.

    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 22,714 shares
    Change vs previous 13F -185 shares

    0.35% of the 13F portfolio, value $1,860,731.

    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 22,899 shares
    Change vs previous 13F +152 shares

    0.34% of the 13F portfolio, value $1,852,300.

    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 22,747 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,630,732.

    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).