Position in IP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$130,149
-$67,843 QoQ
Shares Held
3,416
-38.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#609
of 850 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $1,389,092 across 6 Packaging & Containers names. IP ranks #4 (9.4% of the industry book) .
All Filings in IP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,149 | 3,416 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $197,992 | 5,546 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $218,456 | 5,546 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $257,334 | 5,546 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $259,719 | 5,546 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $242,529 | 4,546 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $244,665 | 4,546 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $222,072 | 4,546 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $176,267 | 4,085 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $159,396 | 4,085 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $147,672 | 4,085 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $144,894 | 4,085 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $141,236 | 4,440 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $160,106 | 4,440 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $161,271 | 4,657 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $158,214 | 4,991 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $208,773 | 4,991 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $43,750 | 948 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $51,349 | 1,093 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $58,771 | 1,051 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $64,436 | 1,051 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $27,035 | 500 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $24,859 | 500 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $20,270 | 500 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $17,604 | 500 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $15,565 | 500 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||