Position in PKG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$13,343
+$3,794 QoQ
Shares Held
56
+24.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#795
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, 2026Valued Wealth Advisors LLC holds $22,468 across 6 Packaging & Containers names. PKG ranks #1 (59.4% 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 | $13,343 | 56 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,549 | 45 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,074 | 44 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,806 | 45 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,291 | 44 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,079 | 61 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $13,732 | 61 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $11,847 | 55 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,945 | 49 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,693 | 30 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,117 | 13 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||