Synergy Investment Management, LLC
Position in AVY — Avery Dennison Corp
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in AVY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,870
-$1,863 QoQ
Shares Held
30
-23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#697
of 774 holders
Holding Since
Dec 2024
4 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, 2026Synergy Investment Management, LLC holds $20,704 across 4 Packaging & Containers names. AVY ranks #3 (23.5% of the industry book) .
All Filings in AVY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,870 | 30 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,733 | 39 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $5,339 | 30 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,613 | 30 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||