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AVITY INVESTMENT MANAGEMENT INC.: VOO position timeline

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

AVITY INVESTMENT MANAGEMENT INC. held 25,489 VOO 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 25,489 shares
    Change vs previous 13F +604 shares

    1.12% of the 13F portfolio, value $17,864,221.

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

  2. period ended2026-06-30
    13F 24,885 shares
    Change vs previous 13F -23 shares

    1.09% of the 13F portfolio, value $17,091,267.

    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 24,908 shares
    Change vs previous 13F +21 shares

    1.08% of the 13F portfolio, value $14,883,506.

    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 24,887 shares
    Change vs previous 13F -410 shares

    1.09% of the 13F portfolio, value $15,607,678.

    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 25,297 shares
    Change vs previous 13F +7,808 shares

    1.09% of the 13F portfolio, value $15,491,576.

    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 17,489 shares
    Change vs previous 13F +555 shares

    0.74% of the 13F portfolio, value $9,934,417.

    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 16,934 shares
    Change vs previous 13F +9,288 shares

    0.7% of the 13F portfolio, value $8,702,679.

    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 7,646 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $4,119,909.

    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).