Position in AVY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,298
-$83 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#738
of 774 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $22,770 across 14 Packaging & Containers names. AVY ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
103 | $6,427 | |
| 2 | SW |
Smurfit Westrock plc
|
70 | $3,238 | |
| 3 | IP |
International Paper Co /New/
|
65 | $2,476 | |
| 4 | PKG |
Packaging Corp Of America
|
10 | $2,382 | |
| 5 | AMBP |
Ardagh Metal Packaging S.A.
|
484 | $2,294 | |
| 6 | TRS |
Trimas Corp
|
41 | $1,846 | |
| 7 | AVY |
Avery Dennison Corp
This page
|
8 | $1,298 | |
| 8 | MYE |
Myers Industries Inc
|
36 | $1,271 |
All Filings in AVY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,298 | 8 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,381 | 8 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,273 | 7 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,135 | 7 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $1,228 | 7 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $1,245 | 7 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $1,309 | 7 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $3,311 | 15 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $3,279 | 15 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $3,348 | 15 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $3,032 | 15 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $2,740 | 15 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $2,577 | 15 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $2,683 | 15 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $2,715 | 15 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $3,091 | 19 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $2,428 | 15 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $2,609 | 15 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $3,248 | 15 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $3,108 | 15 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $3,153 | 15 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $2,754 | 15 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $2,016 | 13 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,661 | 13 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,483 | 13 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $1,324 | 13 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||