Position in ITP
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$20,700
-$9,000 QoQ
Shares Held
115,000
-14.8% QoQ
Ownership
0.678%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2
of 9 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ITP Over Time
Shares Held
Position Value (USD)
Position in Paper & Paper Products
Basic Materials · as of Mar 31, 2026Financial Plan, Inc. holds $20,700 across 1 Paper & Paper Products name. ITP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITP |
It Tech Packaging, Inc.
This page
|
115,000 | $20,700 |
All Filings in ITP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,700 | 115,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $29,700 | 135,000 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||