Position in AVY
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$496,455
-$128,484 QoQ
Shares Held
2,875
-16.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
All Filings in AVY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496,455 | 2,875 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $624,939 | 3,436 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $315,582 | 1,946 | Shares | Sole | 2025-10-28 | |
| 2025-03-31 | $257,522 | 1,447 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $266,660 | 1,425 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $318,335 | 1,442 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $303,048 | 1,386 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $311,657 | 1,396 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $307,081 | 1,519 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $255,555 | 1,399 | Shares | Sole | 2023-10-10 | |
| 2020-06-30 | $1,939 | 17 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,731 | 17 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||