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Avitas Wealth Management LLC: WFC position timeline

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

Avitas Wealth Management LLC held 46,138 WFC 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 46,138 shares
    Change vs previous 13F +300 shares

    0.45% of the 13F portfolio, value $3,240,733.

    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 45,838 shares
    Change vs previous 13F +596 shares

    0.36% of the 13F portfolio, value $2,589,389.

    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 45,242 shares
    Change vs previous 13F +65 shares

    0.39% of the 13F portfolio, value $2,686,922.

    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 45,177 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,618,459.

    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).