Position in AVY
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$244,169
-$24,222 QoQ
Shares Held
1,414
-14.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $247,269 across 1 Packaging & Containers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IP |
International Paper Co /New/
|
6,490 | $247,269 |
All Filings in AVY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $244,169 | 1,414 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $268,391 | 1,655 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $228,812 | 1,304 | Shares | Sole | 2025-08-14 | |
| 2022-09-30 | $212,323 | 1,305 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $211,078 | 1,304 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $229,640 | 1,320 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $290,853 | 1,343 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||