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AVITY INVESTMENT MANAGEMENT INC.: PEP position timeline

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

AVITY INVESTMENT MANAGEMENT INC. held 15,424 PEP 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 15,424 shares
    Change vs previous 13F +200 shares

    0.12% of the 13F portfolio, value $1,954,529.

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

  2. period ended2026-06-30
    13F 15,224 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,061,330.

    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 15,224 shares
    Change vs previous 13F -600 shares

    0.17% of the 13F portfolio, value $2,364,135.

    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 15,824 shares
    Change vs previous 13F -1,000 shares

    0.16% of the 13F portfolio, value $2,271,060.

    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 16,824 shares
    Change vs previous 13F -1,500 shares

    0.17% of the 13F portfolio, value $2,362,763.

    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 18,324 shares
    Change vs previous 13F -1,345 shares

    0.18% of the 13F portfolio, value $2,419,501.

    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 19,669 shares
    Change vs previous 13F -174,320 shares

    0.24% of the 13F portfolio, value $2,949,170.

    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 193,989 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $29,497,967.

    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).