Position in PKG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$790,374
+$158,171 QoQ
Shares Held
3,317
+11.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#435
of 893 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PKG Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $8,374,197 across 19 Packaging & Containers names. PKG ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
36,614 | $2,284,713 | |
| 2 | SON |
Sonoco Products Co
|
31,389 | $1,768,770 | |
| 3 | IP |
International Paper Co /New/
|
30,062 | $1,145,362 | |
| 4 | CCK |
Crown Holdings, Inc.
|
7,472 | $835,519 | |
| 5 | PKG |
Packaging Corp Of America
This page
|
3,317 | $790,374 | |
| 6 | GPK |
Graphic Packaging Holding Co
|
70,420 | $744,339 | |
| 7 | AVY |
Avery Dennison Corp
|
1,429 | $231,998 | |
| 8 | SW |
Smurfit Westrock plc
|
3,305 | $152,889 |
All Filings in PKG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,374 | 3,317 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $632,203 | 2,979 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $900,050 | 4,130 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $705,933 | 3,746 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $585,347 | 2,956 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $383,621 | 1,704 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $312,330 | 1,450 | Shares | Other | 2024-11-14 | |
| 2023-12-31 | $554,871 | 3,406 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $481,686 | 3,137 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $397,537 | 3,008 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $583,641 | 4,204 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $509,337 | 3,982 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $418,841 | 3,730 | Shares | Other | 2022-11-14 | |
| 2021-12-31 | $382,581 | 2,810 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $325,320 | 2,367 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||