Position in AVY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$231,673
-$124,047 QoQ
Shares Held
1,427
-30.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#545
of 775 holders
Holding Since
Dec 2023
11 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, 2026NewEdge Wealth, LLC holds $2,093,045 across 5 Packaging & Containers names. AVY ranks #3 (11.1% of the industry book) .
All Filings in AVY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,673 | 1,427 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $355,720 | 2,060 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $533,817 | 2,935 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $434,129 | 2,677 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $482,893 | 2,752 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $495,824 | 2,786 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $422,352 | 2,257 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $664,046 | 3,008 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $529,351 | 2,421 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $436,230 | 1,954 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $242,592 | 1,200 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||