Position in IP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,524
-$689 QoQ
Shares Held
40
-35.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#799
of 850 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $22,468 across 6 Packaging & Containers names. IP ranks #3 (6.8% of the industry book) .
All Filings in IP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,524 | 40 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,213 | 62 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $787 | 20 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,252 | 27 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,404 | 30 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,240 | 42 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,776 | 33 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,025 | 21 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $906 | 21 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $585 | 15 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $144 | 4 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||