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Avitas Wealth Management LLC: XLC position timeline

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

Avitas Wealth Management LLC held 19,054 XLC 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 19,054 shares
    Change vs previous 13F -1,075 shares

    0.26% of the 13F portfolio, value $1,844,618.

    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 20,129 shares
    Change vs previous 13F -349 shares

    0.26% of the 13F portfolio, value $1,819,662.

    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 20,478 shares
    Change vs previous 13F +117 shares

    0.26% of the 13F portfolio, value $1,754,145.

    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 20,361 shares
    Change vs previous 13F -431 shares

    0.25% of the 13F portfolio, value $1,662,679.

    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 20,792 shares
    Change vs previous 13F +173 shares

    0.25% of the 13F portfolio, value $1,510,747.

    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 20,619 shares
    Change vs previous 13F -44 shares

    0.26% of the 13F portfolio, value $1,351,988.

    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 20,663 shares
    Change vs previous 13F +158 shares

    0.24% of the 13F portfolio, value $1,344,748.

    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 20,505 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,188,675.

    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).