Position in PKG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$243,760
+$12,865 QoQ
Shares Held
1,023
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#637
of 893 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in PKG Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026QTR Family Wealth, LLC holds $243,760 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
|
1,023 | $243,760 |
All Filings in PKG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,760 | 1,023 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $230,895 | 1,088 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $249,538 | 1,210 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $270,233 | 1,240 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||