SAX WEALTH ADVISORS, LLC

Position in PKG — Packaging Corp Of America

CIK 1846150 PARSIPPANY, NJ

Position in PKG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$390,064

+$46,480 QoQ

Shares Held

1,637

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#551

of 893 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $390,064 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	1,637	$390,064

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$390,064	1,637	+1.1%	Shares	Sole	2026-07-09
2026-03-31	$343,584	1,619	-1.4%	Shares	Sole	2026-04-08
2025-12-31	$338,629	1,642	-2.7%	Shares	Sole	2026-01-12
2025-09-30	$367,865	1,688	+5.1%	Shares	Sole	2025-10-20
2025-06-30	$302,650	1,606	+0.1%	Shares	Sole	2025-07-23
2025-03-31	$317,822	1,605	+0.8%	Shares	Sole	2025-05-14
2024-12-31	$358,632	1,593	+0.3%	Shares	Sole	2025-01-15
2024-09-30	$342,270	1,589	+0.4%	Shares	Sole	2024-10-17
2024-06-30	$288,809	1,582	+9.4%	Shares	Sole	2024-07-12
2024-03-31	$274,421	1,446	0.0%	Shares	Sole	2024-05-14
2023-12-31	$235,567	1,446	0.0%	Shares	Sole	2024-02-14
2023-09-30	$222,033	1,446	-5.2%	Shares	Sole	2023-11-07
2023-06-30	$201,676	1,526	0.0%	Shares	Sole	2023-08-11
2023-03-31	$211,854	1,526	0.0%	Shares	Sole	2023-05-05
2022-06-30	$209,825	1,526	-1.6%	Shares	Sole	2022-08-11
2022-03-31	$242,126	1,551	0.0%	Shares	Sole	2022-08-11
2021-12-31	$211,168	1,551	-10.1%	Shares	Sole	2022-02-07
2021-09-30	$237,084	1,725	0.0%	Shares	Sole	2021-12-10
2021-06-30	$233,599	1,725	0.0%	Shares	Sole	2021-08-12
2021-03-31	$231,978	1,725	0.0%	Shares	Sole	2021-05-14
2020-12-31	$237,894	1,725	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.