Position in AVY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$325,674
-$16,923 QoQ
Shares Held
2,006
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#490
of 775 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, 2026Lakeridge Wealth Management LLC holds $325,674 across 1 Packaging & Containers name. AVY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVY |
Avery Dennison Corp
This page
|
2,006 | $325,674 |
All Filings in AVY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,674 | 2,006 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $342,597 | 1,984 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $358,849 | 1,973 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $317,042 | 1,955 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $341,113 | 1,944 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $329,422 | 1,851 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $344,693 | 1,842 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $405,094 | 1,835 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $399,473 | 1,827 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $406,315 | 1,820 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $366,516 | 1,813 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||