Position in AVY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$701,676
-$26,342 QoQ
Shares Held
4,322
+2.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#380
of 774 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Pure Financial Advisors, LLC holds $963,307 across 2 Packaging & Containers names. AVY ranks #1 (72.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVY |
Avery Dennison Corp
This page
|
4,322 | $701,676 | |
| 2 | PKG |
Packaging Corp Of America
|
1,098 | $261,631 |
All Filings in AVY
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $701,676 | 4,322 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $728,018 | 4,216 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $778,446 | 4,280 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $698,466 | 4,307 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $756,802 | 4,313 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $663,294 | 3,727 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $693,690 | 3,707 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $845,069 | 3,828 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $836,992 | 3,828 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $854,601 | 3,828 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $773,868 | 3,828 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $728,487 | 3,988 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $685,138 | 3,988 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $713,572 | 3,988 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $721,828 | 3,988 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $648,847 | 3,988 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $645,537 | 3,988 | Shares | Sole | 2022-07-08 | |
| No filing history on record for this holder in this stock. | ||||||