Position in PKG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$281,646
+$43,111 QoQ
Shares Held
1,182
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#612
of 893 holders
Holding Since
Sep 2024
7 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, 2026Phillips Wealth Planners LLC holds $604,126 across 2 Packaging & Containers names. PKG ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMCR |
Amcor plc
|
7,439 | $322,480 | |
| 2 | PKG |
Packaging Corp Of America
This page
|
1,182 | $281,646 |
All Filings in PKG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,646 | 1,182 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $238,535 | 1,124 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $234,277 | 1,136 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $233,838 | 1,073 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $205,033 | 1,088 | Shares | Defined | 2025-07-11 | |
| 2024-12-31 | $224,454 | 997 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $217,984 | 1,012 | Shares | Defined | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||