Skip to content
Disclosery

PACK Private Wealth, LLC: IJR position timeline

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

PACK Private Wealth, LLC held 110,295 IJR 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 110,295 shares
    Change vs previous 13F -723 shares

    6.77% of the 13F portfolio, value $16,357,851.

    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 111,018 shares
    Change vs previous 13F +1,098 shares

    6.34% of the 13F portfolio, value $13,800,648.

    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 109,920 shares
    Change vs previous 13F +1,767 shares

    6.04% of the 13F portfolio, value $13,210,186.

    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 108,153 shares
    Change vs previous 13F +2,382 shares

    6.05% of the 13F portfolio, value $12,851,821.

    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 105,771 shares
    Change vs previous 13F +10,108 shares

    6.13% of the 13F portfolio, value $11,559,713.

    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 95,663 shares
    Change vs previous 13F +527 shares

    5.95% of the 13F portfolio, value $10,003,480.

    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 95,136 shares
    Change vs previous 13F +403 shares

    6.44% of the 13F portfolio, value $10,961,570.

    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 94,733 shares
    Change vs previous 13F not available

    6.28% of the 13F portfolio, value $11,079,972.

    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).