Position in IP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$457
-$11,409 QoQ
Shares Held
12
-95.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#833
of 850 holders
Holding Since
Mar 2020
16 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, 2026VALLEY NATIONAL ADVISERS INC holds $82,074 across 6 Packaging & Containers names. IP ranks #4 (0.6% of the industry book) .
All Filings in IP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457 | 12 | Shares | Sole | 2026-07-29 | |
| 2024-06-30 | $11,866 | 275 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $11,315 | 290 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $17,171 | 475 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $11,350 | 320 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $9,510 | 300 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $12,549 | 300 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $34,381 | 745 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $35,000 | 745 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $25,331 | 453 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $27,773 | 453 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $24,493 | 453 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $22,523 | 453 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $18,364 | 453 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $15,950 | 453 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $14,101 | 453 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||