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Root Financial Partners, LLC

Position in AVY — Avery Dennison Corp

CIK 1977181 ENCINITAS, CA

Position in AVY

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$38,334
+$3,232 QoQ
Shares Held
222
+15.0% QoQ
Ownership
0.000%
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 100% Shared 0% None 0%

Common Shares in AVY Over Time

Shares Held

Position Value (USD)

All Filings in AVY

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $38,334 222
2025-12-31 $35,102 193
2025-09-30 $19,460 120