Position in AVY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$281,027
-$14,825 QoQ
Shares Held
1,731
+9.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#511
of 774 holders
Holding Since
Dec 2024
2 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, 2026Summit Financial, LLC holds $739,089 across 3 Packaging & Containers names. AVY ranks #1 (38.0% of the industry book) .
All Filings in AVY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,027 | 1,731 | Shares | Sole | 2026-08-12 | |
| 2024-12-31 | $295,852 | 1,581 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||