Position in AVY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$739,828
+$105,057 QoQ
Shares Held
4,557
+24.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#375
of 775 holders
Holding Since
Mar 2020
24 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, 2026Avior Wealth Management, LLC holds $1,562,861 across 3 Packaging & Containers names. AVY ranks #2 (47.3% 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 | $739,828 | 4,557 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $634,771 | 3,676 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $667,681 | 3,671 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $429,797 | 2,415 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $452,854 | 2,420 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $727,183 | 3,294 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $700,554 | 3,204 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $736,948 | 3,301 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $628,919 | 3,111 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $542,712 | 2,971 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $497,704 | 2,897 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $499,751 | 2,793 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $505,533 | 2,793 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $976 | 6 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $971 | 6 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,043 | 6 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,299 | 6 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,243 | 6 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,261 | 6 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,101 | 6 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $930 | 6 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $767 | 6 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $684 | 6 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $611 | 6 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||