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AVITY INVESTMENT MANAGEMENT INC.: ORCL position timeline

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

AVITY INVESTMENT MANAGEMENT INC. held 22,285 ORCL 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 22,285 shares
    Change vs previous 13F -159,550 shares

    0.19% of the 13F portfolio, value $3,059,723.

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

  2. period ended2026-06-30
    13F 181,835 shares
    Change vs previous 13F +127,037 shares

    1.7% of the 13F portfolio, value $26,647,912.

    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 54,798 shares
    Change vs previous 13F +3,957 shares

    0.59% of the 13F portfolio, value $8,061,326.

    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 50,841 shares
    Change vs previous 13F +3,430 shares

    0.7% of the 13F portfolio, value $9,909,409.

    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 47,411 shares
    Change vs previous 13F -6,785 shares

    0.94% of the 13F portfolio, value $13,333,855.

    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 54,196 shares
    Change vs previous 13F +29,310 shares

    0.88% of the 13F portfolio, value $11,848,860.

    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 24,886 shares
    Change vs previous 13F -7,415 shares

    0.28% of the 13F portfolio, value $3,479,305.

    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 32,301 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $5,382,639.

    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).