Position in AVY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,988
-$653 QoQ
Shares Held
80
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#664
of 774 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $417,071 across 7 Packaging & Containers names. AVY ranks #3 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
3,344 | $208,665 | |
| 2 | PKG |
Packaging Corp Of America
|
747 | $177,995 | |
| 3 | AVY |
Avery Dennison Corp
This page
|
80 | $12,988 | |
| 4 | OI |
O-I Glass, Inc. /DE/
|
1,300 | $12,519 | |
| 5 | IP |
International Paper Co /New/
|
77 | $2,933 | |
| 6 | SW |
Smurfit Westrock plc
|
28 | $1,295 | |
| 7 | SON |
Sonoco Products Co
|
12 | $676 |
All Filings in AVY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,988 | 80 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $13,641 | 79 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,732 | 81 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $14,919 | 92 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $16,845 | 96 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $391,534 | 2,200 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $56,326 | 301 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $37,749 | 171 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $52,257 | 239 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $334,875 | 1,500 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $353,780 | 1,750 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $292,637 | 1,602 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $50,509 | 294 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $52,426 | 293 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $44,526 | 246 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $20,174 | 124 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $43,704 | 270 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $64,368 | 370 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $58,473 | 270 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $25,486 | 123 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $15,768 | 75 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $13,773 | 75 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||