Position in AVY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$221,893
-$39,832 QoQ
Shares Held
1,285
-10.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $1,222,676 across 4 Packaging & Containers names.
All Filings in AVY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221,893 | 1,285 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $261,725 | 1,439 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||