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Avitas Wealth Management LLC: XLV position timeline

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

Avitas Wealth Management LLC held 67,019 XLV 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 67,019 shares
    Change vs previous 13F +51,797 shares

    1.28% of the 13F portfolio, value $9,219,804.

    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 15,222 shares
    Change vs previous 13F -1,656 shares

    0.33% of the 13F portfolio, value $2,344,492.

    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 16,878 shares
    Change vs previous 13F +74 shares

    0.36% of the 13F portfolio, value $2,459,969.

    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 16,804 shares
    Change vs previous 13F -332 shares

    0.38% of the 13F portfolio, value $2,482,455.

    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 17,136 shares
    Change vs previous 13F +173 shares

    0.39% of the 13F portfolio, value $2,337,008.

    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 16,963 shares
    Change vs previous 13F -876 shares

    0.42% of the 13F portfolio, value $2,183,817.

    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 17,839 shares
    Change vs previous 13F +185 shares

    0.43% of the 13F portfolio, value $2,367,770.

    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 17,654 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,285,487.

    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).