International Paper Company
MX ˙ BMV ˙ US4601461035
SecurityMX:IP / International Paper Company
InstitutionHB Wealth Management, LLC
Latest Disclosed Ownership9,749 shares
Latest Disclosed Value $ 348,039
HB Wealth Management, LLC reports 67.83% increase in ownership of IP / International Paper Company

On April 27, 2026 - HB Wealth Management, LLC filed a 13F-HR form disclosing ownership of 9,749 shares of International Paper Company (MX:IP) valued at $348,039 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 5,809 shares of International Paper Company. This represents a change in shares of 67.83% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F INTERNATIONAL PAPER COM 460146103 9,749 3,940 67.83 348 52.63 0.0023
2026-01-28 2025-12-31 13F INTERNATIONAL PAPER COM 460146103 5,809 -2,066 -26.23 229 -37.53 0.0015
2025-10-23 2025-09-30 13F INTERNATIONAL PAPER COM 460146103 7,875 1,146 17.03 365 15.87 0.0025
2025-07-17 2025-06-30 13F INTERNATIONAL PAPER COM 460146103 6,729 -369 -5.20 315 -16.67 0.0025
2025-05-07 2025-03-31 13F INTERNATIONAL PAPER COM 460146103 7,098 -232 -3.17 379 -4.06 0.0032
2025-01-15 2024-12-31 13F INTERNATIONAL PAPER COM 460146103 7,330 1,698 30.15 395 43.27 0.0040
2024-10-15 2024-09-30 13F INTERNATIONAL PAPER COM 460146103 5,632 145 2.64 275 16.53 0.0030
2024-07-26 2024-06-30 13F INTERNATIONAL PAPER COM 460146103 5,487 5,487 237 0.0028
2023-07-13 2023-06-30 13F INTERNATIONAL PAPER COM 460146103 0 -8,203 -100.00 0 -100.00
2023-04-13 2023-03-31 13F INTERNATIONAL PAPER COM 460146103 8,203 2,036 33.01 296 38.50 0.0051
2023-01-20 2022-12-31 13F INTERNATIONAL PAPER COM 460146103 6,167 6,167 214 0.0039
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.