Position in AVY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$318,530
+$73,670 QoQ
Shares Held
1,962
+38.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#494
of 775 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $2,763,151 across 6 Packaging & Containers names. AVY ranks #3 (11.5% of the industry book) .
All Filings in AVY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,530 | 1,962 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $244,860 | 1,418 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $294,281 | 1,618 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||