Position in AVY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,169
-$392 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#688
of 774 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, 2026Valued Wealth Advisors LLC holds $22,468 across 6 Packaging & Containers names. AVY ranks #2 (27.5% 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 | $6,169 | 38 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,561 | 38 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,911 | 38 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,162 | 38 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,667 | 38 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,762 | 38 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,110 | 38 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,388 | 38 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,308 | 38 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $8,483 | 38 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,884 | 39 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||