Position in AVY
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$212,569
-$11,325 QoQ
Shares Held
1,231
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026Meridian Financial Advisors, LLC holds $284,544 across 1 Packaging & Containers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
4,560 | $284,544 |
All Filings in AVY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,569 | 1,231 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $223,894 | 1,231 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $215,848 | 1,331 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $233,550 | 1,331 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $236,878 | 1,331 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $249,070 | 1,331 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $293,831 | 1,331 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $291,023 | 1,331 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $297,145 | 1,331 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $269,074 | 1,331 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $243,133 | 1,331 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $228,665 | 1,331 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $238,155 | 1,331 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $240,911 | 1,331 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $216,553 | 1,331 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $215,448 | 1,331 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $231,032 | 1,328 | Shares | Sole | 2024-08-13 | |
| 2021-12-31 | $287,171 | 1,326 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||