Current Market Value 723,010,167
Current Holdings 190
Most Recent File Date 2025-01-27
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Avitas Wealth Management LLC . 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)
2025-01-27 2024-12-31 13F-HR 190 723,010
2024-10-25 2024-09-30 13F-HR 197 711,462
2024-07-24 2024-06-30 13F-HR 203 682,848
2024-04-24 2024-03-31 13F-HR 204 658,206
2024-01-24 2023-12-31 13F-HR 197 597,925
2023-11-02 2023-09-30 13F-HR 201 525,595
2023-07-18 2023-06-30 13F-HR 195 552,618
2023-05-15 2023-03-31 13F-HR 198 510,788
2023-01-10 2022-12-31 13F-HR 185 473,719
2022-10-27 2022-09-30 13F-HR 179 436,511
2022-07-29 2022-06-30 13F-HR 190 457,261
2022-04-28 2022-03-31 13F-HR 190 554,189
2022-01-26 2021-12-31 13F-HR 175 596,309
2021-10-28 2021-09-30 13F-HR 193 549,345
2021-07-12 2021-06-30 13F-HR 195 561,803
2021-05-13 2021-03-31 13F-HR 207 510,677
2021-02-26 2020-12-31 13F-HR 208 493,860
2020-10-06 2020-09-30 13F-HR 183 358,706
2020-07-30 2020-06-30 13F-HR 170 301,165
2020-05-13 2020-03-31 13F-HR 128 219,728
2020-02-13 2019-12-31 13F-HR 167 389,947
2019-10-18 2019-09-30 13F-HR 166 362,293
2019-07-23 2019-06-30 13F-HR 165 359,561
2019-05-01 2019-03-31 13F-HR 160 343,624
2019-02-08 2018-12-31 13F-HR 148 304,521
2018-12-19 2018-09-30 13F-HR/A 1 R 154 352,176
2018-11-13 2018-09-30 13F-HR 166 425,807
2018-08-13 2018-06-30 13F-HR 154 320,856