Position in AVY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$355,384
-$55,076 QoQ
Shares Held
2,189
-7.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#469
of 775 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $817,919 across 3 Packaging & Containers names. AVY ranks #1 (43.4% of the industry book) .
All Filings in AVY
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,384 | 2,189 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $410,460 | 2,377 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $420,142 | 2,310 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $375,747 | 2,317 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $400,948 | 2,285 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $588,546 | 3,307 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $452,293 | 2,417 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $495,826 | 2,246 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $502,457 | 2,298 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $434,891 | 1,948 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $395,627 | 1,957 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $355,110 | 1,944 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,237,303 | 7,202 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $363,943 | 2,034 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $328,877 | 1,817 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $308,967 | 1,899 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $367,930 | 2,273 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $331,064 | 1,903 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $412,998 | 1,907 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $394,942 | 1,906 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $400,927 | 1,907 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $352,975 | 1,922 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $299,982 | 1,934 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $246,986 | 1,932 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||