Position in AVY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$55,523
-$10,268 QoQ
Shares Held
342
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#605
of 774 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $82,074 across 6 Packaging & Containers names. AVY ranks #1 (67.6% of the industry book) .
All Filings in AVY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,523 | 342 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $65,791 | 381 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $70,569 | 388 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $76,057 | 469 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,589,932 | 9,061 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,587,491 | 8,920 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,610,065 | 8,604 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,845,774 | 8,361 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $48,758 | 223 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $49,784 | 223 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $44,677 | 221 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $37,447 | 205 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $34,360 | 200 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $35,786 | 200 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $36,200 | 200 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $32,540 | 200 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $32,374 | 200 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $34,794 | 200 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $43,314 | 200 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $41,442 | 200 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $42,048 | 200 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $36,730 | 200 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $31,022 | 200 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $25,568 | 200 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $22,818 | 200 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $20,374 | 200 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||