Peak Retirement Planning, Inc.
PensionPosition in AVY — Avery Dennison Corp
CIK 2056697
COLUMBUS, OH
Position in AVY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,252,357
+$1,140,826 QoQ
Shares Held
20,033
+63.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#209
of 775 holders
Holding Since
Dec 2025
3 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, 2026Peak Retirement Planning, Inc. holds $3,252,357 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
|
20,033 | $3,252,357 |
All Filings in AVY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,252,357 | 20,033 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,111,531 | 12,228 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,955,937 | 10,754 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||