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AVITY INVESTMENT MANAGEMENT INC.: SCHG position timeline

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

AVITY INVESTMENT MANAGEMENT INC. held 85,022 SCHG 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 85,022 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $3,054,846.

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

  2. period ended2026-06-30
    13F 85,022 shares
    Change vs previous 13F -60 shares

    0.18% of the 13F portfolio, value $2,877,149.

    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 85,082 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $2,478,443.

    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 85,082 shares
    Change vs previous 13F -1,500 shares

    0.19% of the 13F portfolio, value $2,775,380.

    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 86,582 shares
    Change vs previous 13F +37,325 shares

    0.19% of the 13F portfolio, value $2,762,836.

    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 49,257 shares
    Change vs previous 13F -235 shares

    0.11% of the 13F portfolio, value $1,438,801.

    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 49,492 shares
    Change vs previous 13F +29,956 shares

    0.1% of the 13F portfolio, value $1,239,283.

    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 19,536 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $544,459.

    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).