Position in AVY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,195
-$330 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#692
of 774 holders
Holding Since
Mar 2026
2 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, 2026United Financial Planning Group LLC holds $18,105 across 3 Packaging & Containers names. AVY ranks #3 (28.7% of the industry book) .
All Filings in AVY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,195 | 32 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,525 | 32 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||