Position in PKG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$625,246
+$67,321 QoQ
Shares Held
2,624
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#469
of 891 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $1,510,486 across 4 Packaging & Containers names. PKG ranks #1 (41.4% of the industry book) .
All Filings in PKG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,246 | 2,624 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $557,925 | 2,629 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $527,123 | 2,556 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $375,493 | 1,723 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $306,419 | 1,626 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $287,525 | 1,452 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $369,888 | 1,643 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $342,701 | 1,591 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $278,951 | 1,528 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $317,122 | 1,671 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $251,370 | 1,543 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||