Current Market Value 169,002,997
Current Holdings 114
Most Recent File Date 2023-01-24
Total Filings on Record 21
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Aevitas Wealth Management, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2023-01-24 2022-12-31 13F-HR 114 169,003
2022-10-24 2022-09-30 13F-HR 108 133,070
2022-07-22 2022-06-30 13F-HR 109 147,688
2022-04-25 2022-03-31 13F-HR 116 163,535
2022-01-19 2021-12-31 13F-HR 122 167,882
2021-11-01 2021-09-30 13F-HR 123 156,742
2021-07-22 2021-06-30 13F-HR 123 156,558
2021-04-29 2021-03-31 13F-HR 118 143,366
2021-01-19 2020-12-31 13F-HR 114 136,601
2020-10-22 2020-09-30 13F-HR 107 121,426
2020-07-29 2020-06-30 13F-HR 99 108,253
2020-04-16 2020-03-31 13F-HR 94 89,360
2020-01-31 2019-12-31 13F-HR 106 106,397
2019-10-21 2019-09-30 13F-HR 103 99,790
2019-07-26 2019-06-30 13F-HR 102 99,369
2019-05-09 2019-03-31 13F-HR 396 112,274
2019-02-14 2018-12-31 13F-HR 398 97,781
2018-11-14 2018-09-30 13F-HR 454 110,442
2018-08-10 2018-06-30 13F-HR 428 102,730
2018-05-15 2018-03-31 13F-HR 473 100,110
2018-02-13 2017-12-31 13F-HR 462 105,417