Position in AVY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$45,129
-$52,777 QoQ
Shares Held
278
-51.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#613
of 775 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $2,581,465 across 19 Packaging & Containers names. AVY ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
3,754 | $894,499 | |
| 2 | BALL |
BALL Corp
|
5,286 | $329,843 | |
| 3 | IP |
International Paper Co /New/
|
6,548 | $249,475 | |
| 4 | SW |
Smurfit Westrock plc
|
4,659 | $215,521 | |
| 5 | CCK |
Crown Holdings, Inc.
|
1,664 | $186,066 | |
| 6 | GPK |
Graphic Packaging Holding Co
|
16,512 | $174,529 | |
| 7 | MYE |
Myers Industries Inc
|
3,794 | $133,962 | |
| 8 | SON |
Sonoco Products Co
|
2,274 | $128,135 |
All Filings in AVY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,129 | 278 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $97,906 | 567 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $94,208 | 518 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $92,111 | 568 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $68,254 | 389 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $26,160 | 147 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,084 | 102 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $20,307 | 92 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $13,554 | 62 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,384 | 51 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $8,691 | 43 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,124 | 39 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,154 | 30 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,978 | 39 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,783 | 43 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,996 | 43 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,589 | 16 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,782 | 16 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $1,949 | 9 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||