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LPL Financial LLC: AVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on AVY, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 32,605 AVY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,605 shares
    Change vs previous 13F -12,300 shares

    <0.01% of the 13F portfolio, value $5,293,291.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 44,905 shares
    Change vs previous 13F +572 shares

    <0.01% of the 13F portfolio, value $7,754,163.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 44,333 shares
    Change vs previous 13F +1,989 shares

    <0.01% of the 13F portfolio, value $8,063,184.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,344 shares
    Change vs previous 13F -794 shares

    <0.01% of the 13F portfolio, value $6,866,929.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,138 shares
    Change vs previous 13F -11,960 shares

    <0.01% of the 13F portfolio, value $7,569,341.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 55,098 shares
    Change vs previous 13F -6,392 shares

    <0.01% of the 13F portfolio, value $9,805,862.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 61,490 shares
    Change vs previous 13F +1,148 shares

    <0.01% of the 13F portfolio, value $11,506,641.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 60,342 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,321,033.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).