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AVITY INVESTMENT MANAGEMENT INC.: IBM position timeline

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

AVITY INVESTMENT MANAGEMENT INC. held 53,216 IBM 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 53,216 shares
    Change vs previous 13F +945 shares

    0.73% of the 13F portfolio, value $11,703,795.

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

  2. period ended2026-06-30
    13F 52,271 shares
    Change vs previous 13F +5,017 shares

    0.94% of the 13F portfolio, value $14,699,128.

    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 47,254 shares
    Change vs previous 13F +43,109 shares

    0.83% of the 13F portfolio, value $11,453,897.

    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 4,145 shares
    Change vs previous 13F +300 shares

    0.09% of the 13F portfolio, value $1,227,790.

    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 3,845 shares
    Change vs previous 13F +200 shares

    0.08% of the 13F portfolio, value $1,084,905.

    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 3,645 shares
    Change vs previous 13F +200 shares

    0.08% of the 13F portfolio, value $1,074,473.

    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 3,445 shares
    Change vs previous 13F +150 shares

    0.07% of the 13F portfolio, value $856,634.

    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).

  8. period ended2024-12-31
    13F 3,295 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $724,340.

    13F-HR 0000926834-25-000001 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).