Position in PKG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$487,759
+$60,136 QoQ
Shares Held
2,047
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#514
of 893 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PKG Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $856,580 across 2 Packaging & Containers names. PKG ranks #1 (56.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
This page
|
2,047 | $487,759 | |
| 2 | AMCR |
Amcor plc
|
8,508 | $368,821 |
All Filings in PKG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,759 | 2,047 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $427,623 | 2,015 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $347,085 | 1,683 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $330,163 | 1,515 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $264,018 | 1,401 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $259,010 | 1,308 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $277,585 | 1,233 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $227,893 | 1,058 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||