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Disclosery

PACK Private Wealth, LLC: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PACK Private Wealth, LLC on IBB, newest first. How the timeline and the estimate are built.

PACK Private Wealth, LLC held 1,614 IBB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,614 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $306,967.

    13F-HR 0001951757-26-001231 filed by PACK Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,614 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $272,524.

    13F-HR 0001951757-26-000880 filed by PACK Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,614 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $272,395.

    13F-HR 0001951757-26-000469 filed by PACK Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,614 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $233,013.

    13F-HR 0001951757-25-001305 filed by PACK Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,614 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $204,187.

    13F-HR 0001951757-25-001081 filed by PACK Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,614 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $206,431.

    13F-HR 0001951757-25-000554 filed by PACK Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,614 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $213,387.

    13F-HR 0001951757-25-000168 filed by PACK Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,614 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $234,998.

    13F-HR 0001951757-24-001137 filed by PACK Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).