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Avitas Wealth Management LLC: XLK position timeline

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

Avitas Wealth Management LLC held 24,410 XLK 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 24,410 shares
    Change vs previous 13F -1,359 shares

    0.79% of the 13F portfolio, value $5,675,813.

    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 25,769 shares
    Change vs previous 13F -441 shares

    0.82% of the 13F portfolio, value $5,817,609.

    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 26,210 shares
    Change vs previous 13F +113 shares

    0.87% of the 13F portfolio, value $5,929,488.

    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 26,097 shares
    Change vs previous 13F -570 shares

    0.83% of the 13F portfolio, value $5,435,222.

    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 26,667 shares
    Change vs previous 13F +228 shares

    0.86% of the 13F portfolio, value $5,132,864.

    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 26,439 shares
    Change vs previous 13F -62 shares

    0.82% of the 13F portfolio, value $4,334,145.

    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 26,501 shares
    Change vs previous 13F +193 shares

    0.83% of the 13F portfolio, value $4,607,464.

    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 26,308 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,972,771.

    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).