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Avitas Wealth Management LLC: XLP position timeline

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

Avitas Wealth Management LLC held 14,229 XLP 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 14,229 shares
    Change vs previous 13F -823 shares

    0.15% of the 13F portfolio, value $1,118,542.

    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 15,052 shares
    Change vs previous 13F -1,804 shares

    0.18% of the 13F portfolio, value $1,249,316.

    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 16,856 shares
    Change vs previous 13F +122 shares

    0.19% of the 13F portfolio, value $1,290,832.

    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 16,734 shares
    Change vs previous 13F -327 shares

    0.19% of the 13F portfolio, value $1,277,808.

    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 17,061 shares
    Change vs previous 13F +198 shares

    0.21% of the 13F portfolio, value $1,228,904.

    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 16,863 shares
    Change vs previous 13F -15 shares

    0.22% of the 13F portfolio, value $1,160,343.

    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 16,878 shares
    Change vs previous 13F +160 shares

    0.23% of the 13F portfolio, value $1,251,841.

    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 16,718 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,249,002.

    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).