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AVITY INVESTMENT MANAGEMENT INC.: SCHV position timeline

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

AVITY INVESTMENT MANAGEMENT INC. held 59,931 SCHV 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 59,931 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,996,294.

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

  2. period ended2026-06-30
    13F 59,931 shares
    Change vs previous 13F -105 shares

    0.13% of the 13F portfolio, value $2,086,190.

    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 60,036 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,831,091.

    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 60,036 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,777,659.

    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 60,036 shares
    Change vs previous 13F +18,660 shares

    0.12% of the 13F portfolio, value $1,747,641.

    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 41,376 shares
    Change vs previous 13F -14 shares

    0.09% of the 13F portfolio, value $1,144,867.

    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 41,390 shares
    Change vs previous 13F +24,760 shares

    0.09% of the 13F portfolio, value $1,100,140.

    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 16,630 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $433,537.

    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).