Valeo Financial Advisors, LLC

Position in IP — International Paper Co /New/

CIK 1722641 CARMEL, IN

Position in IP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$632,917

+$98,060 QoQ

Shares Held

16,612

+10.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#399

of 850 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $1,115,138 across 3 Packaging & Containers names. IP ranks #1 (56.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IP	International Paper Co /New/ This page	16,612	$632,917
2	BALL	BALL Corp	5,909	$368,721
3	GPK	Graphic Packaging Holding Co	10,738	$113,500

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$632,917	16,612	+10.9%	Shares	Sole	2026-07-08
2026-03-31	$534,857	14,982	-5.5%	Shares	Sole	2026-05-08
2025-12-31	$624,370	15,851	+0.2%	Shares	Sole	2026-02-04
2025-09-30	$733,676	15,812	+3.0%	Shares	Sole	2025-11-03
2025-06-30	$718,793	15,349	+2.0%	Shares	Sole	2025-09-12
2025-03-31	$802,810	15,048	+1.3%	Shares	Sole	2025-04-30
2024-12-31	$799,173	14,849	+0.0%	Shares	Sole	2025-01-30
2024-09-30	$725,080	14,843	-5.0%	Shares	Sole	2024-10-10
2024-06-30	$673,916	15,618	+7.4%	Shares	Sole	2024-07-10
2024-03-31	$567,623	14,547	-20.9%	Shares	Sole	2024-04-25
2023-12-31	$665,123	18,399	-16.4%	Shares	Sole	2024-01-29
2023-09-30	$780,978	22,018	+9.8%	Shares	Sole	2023-10-20
2023-06-30	$637,695	20,047	+14.8%	Shares	Sole	2023-07-14
2023-03-31	$629,427	17,455	+6.7%	Shares	Sole	2023-04-17
2022-12-31	$566,719	16,365	+11.0%	Shares	Sole	2023-02-09
2022-09-30	$467,321	14,742	+18.3%	Shares	Sole	2022-10-31
2022-06-30	$521,076	12,457	-1.4%	Shares	Sole	2022-08-03
2022-03-31	$582,828	12,629	+27.5%	Shares	Sole	2022-04-28
2021-12-31	$465,383	9,906	+16.8%	Shares	Sole	2022-01-07
2021-09-30	$474,257	8,481	+13.5%	Shares	Sole	2021-11-02
2021-06-30	$457,985	7,470	+0.9%	Shares	Sole	2021-07-22
2021-03-31	$400,496	7,407	-45.5%	Shares	Sole	2021-04-12
2020-12-31	$675,246	13,581	-1.3%	Shares	Sole	2021-02-11
2020-09-30	$558,033	13,765	-9.3%	Shares	Sole	2020-10-28
2020-06-30	$534,100	15,169	+380.5%	Shares	Sole	2020-07-20
2020-03-31	$98,277	3,157	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.