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AVITY INVESTMENT MANAGEMENT INC.: AES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVITY INVESTMENT MANAGEMENT INC. on AES, newest first. How the timeline and the estimate are built.

AVITY INVESTMENT MANAGEMENT INC. held 40,000 AES shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,000 shares
    Change vs previous 13F -15,000 shares

    0.04% of the 13F portfolio, value $596,000.

    13F-HR 0001951757-26-001656 filed by AVITY INVESTMENT MANAGEMENT INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,000 shares
    Change vs previous 13F -13,000 shares

    0.05% of the 13F portfolio, value $806,300.

    13F-HR 0001951757-26-000933 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 68,000 shares
    Change vs previous 13F -12,000 shares

    0.07% of the 13F portfolio, value $958,120.

    13F-HR 0001951757-26-000543 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 80,000 shares
    Change vs previous 13F -7,500 shares

    0.08% of the 13F portfolio, value $1,147,200.

    13F-HR 0001951757-26-000073 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 87,500 shares
    Change vs previous 13F -2,500 shares

    0.08% of the 13F portfolio, value $1,151,500.

    13F-HR 0001951757-25-001451 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 90,000 shares
    Change vs previous 13F -10,000 shares

    0.07% of the 13F portfolio, value $946,800.

    13F-HR 0001951757-25-000572 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 100,000 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,242,000.

    13F-HR 0001951757-25-000291 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).