Position in IP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$72,694
+$61,449 QoQ
Shares Held
1,908
+505.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#632
of 850 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $464,380 across 19 Packaging & Containers names. IP ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
2,279 | $142,209 | |
| 2 | CCK |
Crown Holdings, Inc.
|
851 | $95,158 | |
| 3 | IP |
International Paper Co /New/
This page
|
1,908 | $72,694 | |
| 4 | PKG |
Packaging Corp Of America
|
211 | $50,277 | |
| 5 | REYN |
Reynolds Consumer Products Inc.
|
1,118 | $30,018 | |
| 6 | GPK |
Graphic Packaging Holding Co
|
1,594 | $16,848 | |
| 7 | GEF |
Greif, Inc
|
221 | $16,462 | |
| 8 | AVY |
Avery Dennison Corp
|
97 | $15,747 |
All Filings in IP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,694 | 1,908 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $11,245 | 315 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,954 | 75 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,644 | 57 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,669 | 57 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,760 | 33 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,560 | 29 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,318 | 27 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,165 | 27 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $780 | 20 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $397 | 11 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $390 | 11 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $349 | 11 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $396 | 11 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $380 | 11 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||