Mowery & Schoenfeld Wealth Management, LLC
Position in AVY — Avery Dennison Corp
CIK 2019946
LINCOLNSHIRE, IL
Position in AVY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,383
-$60,372 QoQ
Shares Held
27
-92.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#702
of 775 holders
Holding Since
Dec 2023
11 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $4,383 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
|
27 | $4,383 |
All Filings in AVY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,383 | 27 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $64,755 | 375 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $64,931 | 357 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $60,813 | 375 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $65,801 | 375 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $66,738 | 375 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $70,173 | 375 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $82,785 | 375 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $81,993 | 375 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $89,076 | 399 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,320 | 56 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||