Position in PKG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$101,507
+$19,803 QoQ
Shares Held
426
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#706
of 891 holders
Holding Since
Mar 2021
19 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, 2026SOA Wealth Advisors, LLC. holds $101,637 across 3 Packaging & Containers names. PKG ranks #1 (99.9% of the industry book) .
All Filings in PKG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,507 | 426 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $81,704 | 385 | Shares | Sole | 2026-05-20 | |
| 2025-03-31 | $14,455 | 73 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $16,434 | 73 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $15,724 | 73 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $13,326 | 73 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $14,043 | 74 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $12,055 | 74 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,362 | 74 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $9,779 | 74 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $10,273 | 74 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,465 | 74 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $8,309 | 74 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $10,587 | 77 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $12,020 | 77 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $10,483 | 77 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $10,582 | 77 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $541 | 4 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $537 | 4 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||