AVITY INVESTMENT MANAGEMENT INC. quarter change: USA ADRs, Reduced
In depositary receipts for foreign shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, AVITY INVESTMENT MANAGEMENT INC. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 926834): 2026-03-31 (filed 2026-04-08) and 2026-06-30 (filed 2026-07-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| SMITH, MOORE & CO. | United States | $1.375B | 558 |
| BALDWIN WEALTH PARTNERS LLC/MA | United States | $1.376B | 271 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | United Kingdom | $1.377B | 94 |
| Leo Wealth, LLC | United States | $1.377B | 452 |
| AEW CAPITAL MANAGEMENT L P | United States | $1.378B | 78 |
| Capital Investment Advisory Services, LLC | United States | $1.371B | 1,206 |
| Hardy Reed LLC | United States | $1.371B | 243 |
| NAPLES GLOBAL ADVISORS, LLC | United States | $1.371B | 441 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | United States | $1.379B | 283 |
| Impactive Capital LP | United States | $1.379B | 10 |