Summit Financial Strategies, Inc.
Holdings in PKG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $50,166,066 | 243,253 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $52,989,243 | 243,148 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $45,821,240 | 243,148 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $45,666,778 | 230,617 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $48,348,243 | 214,757 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $50,510,223 | 234,495 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $42,809,407 | 234,495 | Shares | Sole | 2024-07-19 |
| 2024-03-31 | $42,200,619 | 222,366 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $37,968,944 | 233,067 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $35,787,437 | 233,067 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $32,099,945 | 242,887 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $32,077,643 | 231,057 | Shares | Sole | 2023-04-21 |
| 2022-12-31 | $29,554,500 | 231,057 | Shares | Sole | 2023-01-20 |
| 2022-09-30 | $25,945,390 | 231,057 | Shares | Sole | 2022-10-21 |
| 2022-06-30 | $27,704,462 | 201,487 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $31,454,135 | 201,487 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $27,432,455 | 201,487 | Shares | Sole | 2022-02-03 |
| 2021-09-30 | $27,692,373 | 201,487 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $25,515,023 | 188,414 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $4,611,722 | 34,293 | Shares | Sole | 2021-05-11 |
| 2020-12-31 | $4,729,347 | 34,293 | Shares | Sole | 2021-02-05 |
| 2020-09-30 | $3,739,651 | 34,293 | Shares | Sole | 2020-11-16 |
| 2020-06-30 | $3,422,441 | 34,293 | Shares | Sole | 2020-07-31 |
| 2020-03-31 | $2,977,661 | 34,293 | Shares | Sole | 2020-05-11 |