AVY β€” AVERY DENNISON CORP COM

Ownership history in Rise Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Rise Advisors, LLC reported AVERY DENNISON CORP COM (AVY) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows AVY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rise Advisors, LLC's position in AVERY DENNISON CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AVY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rise Advisors, LLC held AVY β€” position size vs. price
% of Fund (quarterly)    AVY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 6 β€” 0% 0.00% $973 2025-10-08 $160.28
2025 Q2 UNCHANGED 6 β€” 0% 0.00% $1K 2025-07-08 $179.35
2025 Q1 INITIATED 6 β€” β€” 0.00% $1K 2025-05-15 $178.05

🏒 Other funds also holding AVY

As of 2026 Q1 β€” sorted by position size

Aspect Partners, LLC 0.0%

FAQ About Rise Advisors, LLC and AVY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rise Advisors, LLC reported owning AVY?

Rise Advisors, LLC reported AVY across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported AVY position in Rise Advisors, LLC's portfolio?

The largest reported portfolio weight for AVY was 0.00% in 2025 Q1.

What is the latest reported AVY position on this page?

The most recent filing on this page is 2025 Q3, when Rise Advisors, LLC reported 6 shares, equal to 0.00% of portfolio, with an estimated market value of $973.

What does the chart on this AVY ownership page compare?

The chart compares Rise Advisors, LLC's quarterly AVY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Rise Advisors, LLC Holdings