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Avitas Wealth Management LLC: XLF position timeline

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

Avitas Wealth Management LLC held 46,745 XLF 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 46,745 shares
    Change vs previous 13F -2,594 shares

    0.31% of the 13F portfolio, value $2,259,186.

    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 49,339 shares
    Change vs previous 13F -9,327 shares

    0.31% of the 13F portfolio, value $2,236,043.

    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 58,666 shares
    Change vs previous 13F +330 shares

    0.35% of the 13F portfolio, value $2,411,759.

    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 58,336 shares
    Change vs previous 13F -1,051 shares

    0.37% of the 13F portfolio, value $2,457,112.

    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 59,387 shares
    Change vs previous 13F +14,620 shares

    0.37% of the 13F portfolio, value $2,232,951.

    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 44,767 shares
    Change vs previous 13F -19,283 shares

    0.28% of the 13F portfolio, value $1,484,921.

    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 64,050 shares
    Change vs previous 13F +663 shares

    0.39% of the 13F portfolio, value $2,159,126.

    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 63,387 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,037,892.

    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).