Position in AVY
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,424,264
-$725,011 QoQ
Shares Held
8,248
-30.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 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, 2026Accurate Wealth Management, LLC holds $602,472 across 1 Packaging & Containers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
9,655 | $602,472 |
All Filings in AVY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,424,264 | 8,248 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,149,275 | 11,817 | Shares | Sole | 2026-01-14 | |
| 2025-06-30 | $2,258,649 | 12,872 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,328,915 | 13,086 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,532,991 | 13,536 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,554,413 | 11,571 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,502,449 | 11,445 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,513,795 | 11,260 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $2,896 | 16 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||