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Avitas Wealth Management LLC: XLU position timeline

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

Avitas Wealth Management LLC held 54,343 XLU 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 54,343 shares
    Change vs previous 13F -68 shares

    0.57% of the 13F portfolio, value $4,113,222.

    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 54,411 shares
    Change vs previous 13F +503 shares

    0.62% of the 13F portfolio, value $4,395,321.

    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 53,908 shares
    Change vs previous 13F +46,800 shares

    0.54% of the 13F portfolio, value $3,673,291.

    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 7,108 shares
    Change vs previous 13F -147 shares

    0.07% of the 13F portfolio, value $466,640.

    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 7,255 shares
    Change vs previous 13F +73 shares

    0.08% of the 13F portfolio, value $459,459.

    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 7,182 shares
    Change vs previous 13F -770 shares

    0.08% of the 13F portfolio, value $423,235.

    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 7,952 shares
    Change vs previous 13F +80 shares

    0.09% of the 13F portfolio, value $520,379.

    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 7,872 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $532,856.

    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).