Position in AVY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,331,594
+$86,744 QoQ
Shares Held
8,202
+13.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#297
of 773 holders
Holding Since
Jun 2024
9 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $18,205,182 across 6 Packaging & Containers names. AVY ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
46,125 | $10,990,665 | |
| 2 | AMCR |
Amcor plc
|
118,629 | $5,142,567 | |
| 3 | AVY |
Avery Dennison Corp
This page
|
8,202 | $1,331,594 | |
| 4 | BALL |
BALL Corp
|
6,607 | $412,276 | |
| 5 | GPK |
Graphic Packaging Holding Co
|
30,363 | $320,936 | |
| 6 | ORBS |
Eightco Holdings Inc.
|
10,265 | $7,144 |
All Filings in AVY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,331,594 | 8,202 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,244,850 | 7,209 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $875,206 | 4,812 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $737,711 | 4,549 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $759,083 | 4,326 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $601,716 | 3,381 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $485,602 | 2,595 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $391,186 | 1,772 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $385,698 | 1,764 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||