Position in NTRS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,738,400
+$342,700 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#380
of 1,014 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTRS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026AVITY INVESTMENT MANAGEMENT INC. holds $18,874,414 across 3 Asset Management names. NTRS ranks #2 (9.2% of the industry book) .
All Filings in NTRS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,738,400 | 10,000 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,395,700 | 10,000 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,365,900 | 10,000 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,346,000 | 10,000 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,267,900 | 10,000 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $986,500 | 10,000 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,025,000 | 10,000 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $900,300 | 10,000 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $419,900 | 5,000 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $444,600 | 5,000 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $421,900 | 5,000 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||