Skip to content
Disclosery

AVITY INVESTMENT MANAGEMENT INC.: SPY position timeline

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

AVITY INVESTMENT MANAGEMENT INC. held 10,814 SPY 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 10,814 shares
    Change vs previous 13F -235 shares

    0.52% of the 13F portfolio, value $8,246,889.

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

  2. period ended2026-06-30
    13F 11,049 shares
    Change vs previous 13F +189 shares

    0.53% of the 13F portfolio, value $8,250,794.

    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 10,860 shares
    Change vs previous 13F -32 shares

    0.51% of the 13F portfolio, value $7,062,391.

    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 10,892 shares
    Change vs previous 13F -1,180 shares

    0.52% of the 13F portfolio, value $7,427,758.

    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 12,072 shares
    Change vs previous 13F -16 shares

    0.56% of the 13F portfolio, value $8,042,330.

    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 12,088 shares
    Change vs previous 13F -33 shares

    0.55% of the 13F portfolio, value $7,468,691.

    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 12,121 shares
    Change vs previous 13F +627 shares

    0.55% of the 13F portfolio, value $6,780,404.

    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 11,494 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $6,736,365.

    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).