Position in PKG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$99,124
+$10,841 QoQ
Shares Held
416
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#707
of 891 holders
Holding Since
Mar 2020
26 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, 2026Dougherty Wealth Advisers LLC holds $99,124 across 1 Packaging & Containers name. PKG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
This page
|
416 | $99,124 |
All Filings in PKG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,124 | 416 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $88,283 | 416 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $143,536 | 696 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $151,679 | 696 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $131,161 | 696 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $137,821 | 696 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $156,690 | 696 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $149,918 | 696 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $127,061 | 696 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $132,086 | 696 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $113,385 | 696 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $106,870 | 696 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $91,983 | 696 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $96,625 | 696 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $89,025 | 696 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $78,153 | 696 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $95,700 | 696 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $108,652 | 696 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $94,760 | 696 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $95,658 | 696 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $94,252 | 696 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $93,598 | 696 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $95,985 | 696 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $75,898 | 696 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $69,460 | 696 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $60,433 | 696 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||