Position in IP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$231,648
-$50,699 QoQ
Shares Held
6,080
-15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#561
of 850 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IP Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $1,259,744 across 3 Packaging & Containers names. IP ranks #3 (18.4% of the industry book) .
All Filings in IP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,648 | 6,080 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $282,347 | 7,168 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $266,753 | 5,749 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $209,985 | 4,484 | Shares | Sole | 2025-08-12 | |
| 2021-06-30 | $280,247 | 4,571 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $252,561 | 4,671 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $208,475 | 4,193 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||