Position in AVY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$41,074
-$20,054 QoQ
Shares Held
253
-28.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#615
of 774 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $52,634 across 7 Packaging & Containers names. AVY ranks #1 (78.0% of the industry book) .
All Filings in AVY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,074 | 253 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $61,128 | 354 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $65,840 | 362 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $57,246 | 353 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||