Position in AVY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$487
-$3,151 QoQ
Shares Held
3
-83.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#756
of 774 holders
Holding Since
Dec 2021
10 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, 2026Mascoma Wealth Management LLC holds $22,343 across 3 Packaging & Containers names. AVY ranks #3 (2.2% of the industry book) .
All Filings in AVY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487 | 3 | Shares | Sole | 2026-07-24 | |
| 2023-12-31 | $3,638 | 18 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $10,412 | 57 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,092 | 18 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,220 | 18 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,258 | 18 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $42,627 | 262 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $52,122 | 322 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $60,193 | 346 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $46,779 | 216 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||