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Disclosery

Avitas Wealth Management LLC: XEL position timeline

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

Avitas Wealth Management LLC held 0 XEL shares at 2024-06-30 per its 13F-HR filed 2024-07-24.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -39,694 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 39,694 shares
    Change vs previous 13F +450 shares

    0.32% of the 13F portfolio, value $2,133,553.

    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).

  3. period ended2023-12-31
    13F 39,244 shares
    Change vs previous 13F +1,150 shares

    0.41% of the 13F portfolio, value $2,429,596.

    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).

  4. period ended2023-09-30
    13F 38,094 shares
    Change vs previous 13F -274 shares

    0.41% of the 13F portfolio, value $2,179,739.

    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).

  5. period ended2023-06-30
    13F 38,368 shares
    Change vs previous 13F +250 shares

    0.43% of the 13F portfolio, value $2,385,339.

    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).

  6. period ended2023-03-31
    13F 38,118 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,570,678.

    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).