Integrated Wealth Concepts LLC
Position in IP — International Paper Co /New/
CIK 1737109
WALTHAM, MA
Position in IP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,145,362
+$793,932 QoQ
Shares Held
30,062
+205.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#307
of 850 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IP Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $8,374,197 across 19 Packaging & Containers names. IP ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
36,614 | $2,284,713 | |
| 2 | SON |
Sonoco Products Co
|
31,389 | $1,768,770 | |
| 3 | IP |
International Paper Co /New/
This page
|
30,062 | $1,145,362 | |
| 4 | CCK |
Crown Holdings, Inc.
|
7,472 | $835,519 | |
| 5 | PKG |
Packaging Corp Of America
|
3,317 | $790,374 | |
| 6 | GPK |
Graphic Packaging Holding Co
|
70,420 | $744,339 | |
| 7 | AVY |
Avery Dennison Corp
|
1,429 | $231,998 | |
| 8 | SW |
Smurfit Westrock plc
|
3,305 | $152,889 |
All Filings in IP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,145,362 | 30,062 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $351,430 | 9,844 | Shares | Other | 2026-05-15 | |
| 2025-06-30 | $229,139 | 4,893 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $431,228 | 8,083 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $465,704 | 8,653 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $509,017 | 10,420 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $825,330 | 19,127 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $905,498 | 23,206 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $759,945 | 21,022 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $742,741 | 20,940 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $452,719 | 14,232 | Shares | Other | 2023-08-15 | |
| 2021-09-30 | $268,751 | 4,806 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $214,217 | 3,494 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $207,845 | 3,844 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $740,330 | 14,890 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $739,166 | 18,233 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $622,407 | 17,677 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||