Position in AVY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$325,674
-$3,799 QoQ
Shares Held
2,006
+5.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#488
of 774 holders
Holding Since
Sep 2024
8 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, 2026Wealthspire Advisors, LLC holds $1,216,255 across 4 Packaging & Containers names. AVY ranks #3 (26.8% of the industry book) .
All Filings in AVY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,674 | 2,006 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $329,473 | 1,908 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $441,059 | 2,425 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $296,284 | 1,827 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $378,137 | 2,155 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $338,320 | 1,901 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $356,482 | 1,905 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $429,598 | 1,946 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||