Position in IP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,124
-$7,879 QoQ
Shares Held
82
-70.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#780
of 850 holders
Holding Since
Mar 2024
2 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, 2026LifeSteps Financial, Inc. holds $4,749 across 3 Packaging & Containers names. IP ranks #1 (65.8% of the industry book) .
All Filings in IP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,124 | 82 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $11,003 | 282 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||