Position in AVY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,331
+$2,187 QoQ
Shares Held
39
+62.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#688
of 775 holders
Holding Since
Sep 2025
4 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, 2026HighMark Wealth Management LLC holds $16,252 across 2 Packaging & Containers names. AVY ranks #2 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
159 | $9,921 | |
| 2 | AVY |
Avery Dennison Corp
This page
|
39 | $6,331 |
All Filings in AVY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,331 | 39 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,144 | 24 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,365 | 24 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,594 | 16 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||