Heritage Wealth Advisors

Position in AVY — Avery Dennison Corp

CIK 1591122 RICHMOND, VA

Position in AVY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$147,900

-$9,411 QoQ

Shares Held

911

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#578

of 775 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Heritage Wealth Advisors holds $225,424 across 5 Packaging & Containers names. AVY ranks #1 (65.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVY	Avery Dennison Corp This page	911	$147,900
2	PKG	Packaging Corp Of America	186	$44,320
3	BALL	BALL Corp	325	$20,280
4	SW	Smurfit Westrock plc	263	$12,166
5	AMBP	Ardagh Metal Packaging S.A.	160	$758

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$147,900	911	0.0%	Shares	Sole	2026-08-14
2026-03-31	$157,311	911	0.0%	Shares	Sole	2026-05-14
2025-12-31	$165,692	911	0.0%	Shares	Sole	2026-02-13
2025-09-30	$147,736	911	0.0%	Shares	Sole	2025-11-13
2025-06-30	$159,853	911	0.0%	Shares	Sole	2025-08-11
2025-03-31	$162,130	911	0.0%	Shares	Sole	2025-05-08
2024-12-31	$170,475	911	0.0%	Shares	Sole	2025-02-12
2024-09-30	$201,112	911	0.0%	Shares	Sole	2024-11-12
2024-06-30	$199,190	911	0.0%	Shares	Sole	2024-12-12
2024-03-31	$203,380	911	0.0%	Shares	Sole	2024-12-12
2023-12-31	$184,167	911	0.0%	Shares	Sole	2024-12-12
2023-09-30	$166,412	911	-1.0%	Shares	Sole	2024-12-12
2023-06-30	$158,056	920	-2.4%	Shares	Sole	2024-12-12
2023-03-31	$168,730	943	-13.4%	Shares	Sole	2023-05-04
2022-12-31	$197,109	1,089	+8.0%	Shares	Sole	2024-12-12
2022-09-30	$164,001	1,008	0.0%	Shares	Sole	2024-12-12
2022-06-30	$163,164	1,008	0.0%	Shares	Sole	2022-08-04
2022-03-31	$175,361	1,008	-5.6%	Shares	Sole	2022-05-11
2021-12-31	$231,296	1,068	-0.1%	Shares	Sole	2022-03-28
2021-09-30	$221,507	1,069	0.0%	Shares	Sole	2021-11-02
2021-06-30	$224,746	1,069	0.0%	Shares	Sole	2021-08-09
2021-03-31	$196,321	1,069	0.0%	Shares	Sole	2021-04-27
2020-12-31	$165,812	1,069	+6.9%	Shares	Sole	2021-02-01
2020-09-30	$127,840	1,000	0.0%	Shares	Sole	2020-11-03
2020-06-30	$114,090	1,000	0.0%	Shares	Sole	2020-07-17
2020-03-31	$101,870	1,000	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.