Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in AVY — Avery Dennison Corp
CIK 1510434
Seattle, WA
Position in AVY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$606,701
-$38,257 QoQ
Shares Held
3,737
+0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#400
of 775 holders
Holding Since
Jun 2020
15 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $2,985,700 across 5 Packaging & Containers names. AVY ranks #3 (20.3% of the industry book) .
All Filings in AVY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,701 | 3,737 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $644,958 | 3,735 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $494,894 | 2,721 | Shares | Other | 2026-01-16 | |
| 2025-06-30 | $207,229 | 1,181 | Shares | Other | 2025-07-21 | |
| 2024-09-30 | $200,450 | 908 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $227,177 | 1,039 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $200,925 | 900 | Shares | Sole | 2024-05-07 | |
| 2022-03-31 | $306,883 | 1,764 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $580,407 | 2,680 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $773,514 | 3,733 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $381,795 | 1,816 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $350,036 | 1,906 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $363,888 | 2,346 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $264,117 | 2,066 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $231,146 | 2,026 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||