Position in AVY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,006
-$210 QoQ
Shares Held
37
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#691
of 775 holders
Holding Since
Sep 2023
12 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, 2026LGT Financial Advisors LLC holds $6,505 across 2 Packaging & Containers names. AVY ranks #1 (92.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVY |
Avery Dennison Corp
This page
|
37 | $6,006 | |
| 2 | BALL |
BALL Corp
|
8 | $499 |
All Filings in AVY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,006 | 37 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,216 | 36 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,547 | 36 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,838 | 36 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,982 | 17 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,847 | 16 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $24,326 | 130 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $28,698 | 130 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $52,256 | 239 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $172,569 | 773 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $163,143 | 807 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $144,126 | 789 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||