Position in PKG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$485,138
+$72,885 QoQ
Shares Held
2,036
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#515
of 891 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PKG Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $1,259,744 across 3 Packaging & Containers names. PKG ranks #2 (38.5% of the industry book) .
All Filings in PKG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,138 | 2,036 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $412,253 | 1,999 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $453,294 | 2,080 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $369,173 | 1,959 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $325,346 | 1,643 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $469,170 | 2,084 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $377,165 | 1,751 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $315,646 | 1,729 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||