Filer Snapshot

PACK Private Wealth, LLC

CIK 0001907212. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

20

Latest Filing

15 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 15 May 2026 for CIK 0001907212.

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Business address
1905 Wayzata Blvd., Suite 320, Wayzata, MN, 55391
Top securities (13F)
VEA, IVV, VWO, IJH, IJR, GGG, GNR, VNQ, IEFA, VOO, UNH, AAPL, GTLS, IVW, IWP, GOOG, CHRW, IVE, AVGO, and IVOO
State of incorporation
MN
Fiscal year end
31 December

Filer intelligence

What SEC filings say about PACK Private Wealth, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $217.74M across 57 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VEA at $47.44M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 57 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 15 May 2026

VEA

21.8%

Vanguard Tax Managed Fds

$47.44M

IVV

17.5%

Ishares Tr

$38.07M

VWO

12.6%

Vanguard Intl Equity Index F

$27.39M

IJH

10%

Ishares Tr

$21.71M

IJR

6.3%

Ishares Tr

$13.8M

Latest update

What changed recently for PACK Private Wealth, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2026.

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Benchmark Context

Benchmark context for this company

PACK Private Wealth, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

PACK Private Wealth, LLC has filed 20 SEC EDGAR filings since 15 Feb 2022. Common forms include 13F-HR, N-PX.

PACK Private Wealth, LLC SEC filings PACK Private Wealth, LLC 13F portfolio

Latest Filings

Recent SEC filings for PACK Private Wealth, LLC with direct links to document and filing folders.

13F-HR File 028-22234

13F-HR filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-22234

13F-HR filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-22234

13F-HR filing

Filing date
06 Nov 2025
Reporting date
30 Sep 2025
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N-PX File 028-22234

N-PX filing

Filing date
18 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-22234

13F-HR filing

Filing date
13 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-22234

13F-HR filing

Filing date
13 May 2025
Reporting date
31 Mar 2025
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13F-HR File 028-22234

13F-HR filing

Filing date
03 Feb 2025
Reporting date
31 Dec 2024
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13F-HR File 028-22234

13F-HR filing

Filing date
28 Oct 2024
Reporting date
30 Sep 2024
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N-PX File 028-22234

N-PX filing

Filing date
21 Aug 2024
Reporting date
30 Jun 2024
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13F-HR File 028-22234

13F-HR filing

Filing date
02 Aug 2024
Reporting date
30 Jun 2024
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13F-HR File 028-22234

13F-HR filing

Filing date
03 May 2024
Reporting date
31 Mar 2024
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13F-HR File 028-22234

13F-HR filing

Filing date
06 Feb 2024
Reporting date
31 Dec 2023
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13F-HR File 028-22234

13F-HR filing

Filing date
01 Nov 2023
Reporting date
30 Sep 2023
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13F-HR File 028-22234

13F-HR filing

Filing date
14 Jul 2023
Reporting date
30 Jun 2023
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13F-HR File 028-22234

13F-HR filing

Filing date
18 Apr 2023
Reporting date
31 Mar 2023
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13F-HR File 028-22234

13F-HR filing

Filing date
30 Jan 2023
Reporting date
31 Dec 2022
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13F-HR File 028-22234

13F-HR filing

Filing date
09 Nov 2022
Reporting date
30 Sep 2022
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13F-HR File 028-22234

13F-HR filing

Filing date
12 Aug 2022
Reporting date
30 Jun 2022
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13F-HR File 028-22234

13F-HR filing

Filing date
16 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-22234

13F-HR filing

Filing date
15 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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About this filer

PACK Private Wealth, LLC files with the SEC under CIK 0001907212. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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