Position in AVY
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$212,048
-$29,304 QoQ
Shares Held
1,228
-7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $1,209,591 across 5 Packaging & Containers names. AVY ranks #3 (17.5% of the industry book) .
All Filings in AVY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,048 | 1,228 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $241,352 | 1,327 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $242,926 | 1,498 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||