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AVITY INVESTMENT MANAGEMENT INC.: IVV position timeline

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

AVITY INVESTMENT MANAGEMENT INC. held 654 IVV 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 654 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $500,866.

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

  2. period ended2026-06-30
    13F 654 shares
    Change vs previous 13F +200 shares

    0.03% of the 13F portfolio, value $489,774.

    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 454 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $296,557.

    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 454 shares
    Change vs previous 13F -445 shares

    0.02% of the 13F portfolio, value $310,963.

    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 899 shares
    Change vs previous 13F +20 shares

    0.04% of the 13F portfolio, value $601,701.

    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 879 shares
    Change vs previous 13F +4 shares

    0.04% of the 13F portfolio, value $545,771.

    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 875 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $491,663.

    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 869 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $511,563.

    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).