Position in AVY
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,280
-$6,433 QoQ
Shares Held
19
-56.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
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, 2026Ascentis Independent Advisors holds $27,731 across 1 Packaging & Containers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IP |
International Paper Co /New/
|
728 | $27,731 |
All Filings in AVY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,280 | 19 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $9,713 | 44 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||