Position in PKG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$779,652
+$85,269 QoQ
Shares Held
3,272
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#440
of 893 holders
Holding Since
Dec 2022
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, 2026Forza Wealth Management, LLC holds $779,652 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
|
3,272 | $779,652 |
All Filings in PKG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779,652 | 3,272 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $694,383 | 3,272 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $648,799 | 3,146 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $507,994 | 2,331 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $391,222 | 2,076 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $400,000 | 2,020 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $454,762 | 2,020 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $435,108 | 2,020 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $368,953 | 2,021 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $383,545 | 2,021 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $329,241 | 2,021 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $310,324 | 2,021 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $267,095 | 2,021 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $280,575 | 2,021 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $207,597 | 1,623 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||