Position in AVY
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$256,947
-$28,604 QoQ
Shares Held
1,488
-5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
All Filings in AVY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $256,947 | 1,488 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $285,551 | 1,570 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $254,606 | 1,570 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $310,581 | 1,770 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $403,635 | 2,268 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $438,071 | 2,341 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $551,900 | 2,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $547,280 | 2,503 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $544,283 | 2,438 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $493,270 | 2,440 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $246,604 | 1,350 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||