Position in IP
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$655,809
+$89,854 QoQ
Shares Held
18,370
+27.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IP Over Time
Shares Held
Position Value (USD)
Derivatives in IP
reported options exposure · as of Mar 31, 2024CallValue
$39,020
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $9,058,780 across 10 Packaging & Containers names. IP ranks #7 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SON |
Sonoco Products Co
|
28,762 | $1,555,736 | |
| 2 | PKG |
Packaging Corp Of America
|
7,266 | $1,541,990 | |
| 3 | AVY |
Avery Dennison Corp
|
8,726 | $1,506,805 | |
| 4 | GEF |
Greif, Inc
|
17,717 | $1,188,279 | |
| 5 | CCK |
Crown Holdings, Inc.
|
8,564 | $858,541 | |
| 6 | BALL |
BALL Corp
|
12,198 | $721,023 | |
| 7 | IP |
International Paper Co /New/
This page
|
18,370 | $655,809 | |
| 8 | SW |
Smurfit Westrock plc
|
13,837 | $551,404 |
All Filings in IP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $655,809 | 18,370 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $565,955 | 14,368 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $861,740 | 18,572 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $719,496 | 15,364 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $479,829 | 8,994 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $471,624 | 8,763 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $300,378 | 6,149 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $240,345 | 5,570 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $39,020 | 1,000 | Call | Sole | 2024-04-30 | |
| 2024-03-31 | $185,305 | 4,749 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $310,058 | 8,577 | Shares | Sole | 2024-01-26 | |
| 2021-06-30 | $221,551 | 3,816 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $198,103 | 3,869 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||