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Avitas Wealth Management LLC: XYZ position timeline

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

Avitas Wealth Management LLC held 14,942 XYZ 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 14,942 shares
    Change vs previous 13F -109 shares

    0.18% of the 13F portfolio, value $1,269,921.

    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 15,051 shares
    Change vs previous 13F -39 shares

    0.14% of the 13F portfolio, value $1,010,374.

    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 15,090 shares
    Change vs previous 13F -84 shares

    0.14% of the 13F portfolio, value $973,154.

    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 15,174 shares
    Change vs previous 13F -12,092 shares

    0.19% of the 13F portfolio, value $1,283,417.

    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 27,266 shares
    Change vs previous 13F +8,339 shares

    0.35% of the 13F portfolio, value $2,109,025.

    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 18,927 shares
    Change vs previous 13F +4,310 shares

    0.16% of the 13F portfolio, value $837,709.

    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 14,617 shares
    Change vs previous 13F -23 shares

    0.18% of the 13F portfolio, value $973,054.

    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 14,640 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,005,036.

    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).