IFP Advisors, Inc

Position in KRT — Karat Packaging Inc.

CIK 1641866 TAMPA, FL

Position in KRT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,390

+$3,906 QoQ

Shares Held

191

+114.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#121

of 142 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

IFP Advisors, Inc holds $1,511,664 across 19 Packaging & Containers names. KRT ranks #10 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SON	Sonoco Products Co	9,717	$547,552
2	PKG	Packaging Corp Of America	1,439	$342,884
3	IP	International Paper Co /New/	4,467	$170,192
4	SW	Smurfit Westrock plc	2,652	$122,681
5	BALL	BALL Corp	1,921	$119,870
6	CCK	Crown Holdings, Inc.	868	$97,059
7	AMCR	Amcor plc	799	$34,636
8	AVY	Avery Dennison Corp	190	$30,846

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,390	191	+114.6%	Shares	Sole	2026-07-20
2026-03-31	$2,484	89	-33.6%	Shares	Sole	2026-04-13
2025-12-31	$3,024	134	+204.5%	Shares	Sole	2026-02-06
2025-09-30	$1,109	44	+238.5%	Shares	Sole	2026-02-06
2025-06-30	$366	13	+333.3%	Shares	Sole	2025-07-24
2025-03-31	$79	3	0.0%	Shares	Sole	2025-05-05
2024-12-31	$90	3	+200.0%	Shares	Sole	2025-02-04
2024-09-30	$25	1	-99.9%	Shares	Sole	2025-02-04
2024-06-30	$21,770	736	-6.0%	Shares	Sole	2024-07-30
2024-03-31	$22,401	783	-7.2%	Shares	Sole	2024-07-30
2023-12-31	$20,973	844	+40.7%	Shares	Sole	2024-01-09
2022-12-31	$11	600	0.0%	Shares	Sole	2023-02-07
2022-09-30	$9,594	600	0.0%	Shares	Sole	2022-11-08
2022-06-30	$10,236	600	0.0%	Shares	Sole	2022-09-06
2022-03-31	$11,910	600	—	Shares	Sole	2022-09-06
No filing history on record for this holder in this stock.