Position in SW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$31,225
+$4,327 QoQ
Shares Held
675
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#508
of 635 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026FIRST UNITED BANK & TRUST holds $779,715 across 3 Packaging & Containers names. SW ranks #2 (4.0% of the industry book) .
All Filings in SW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,225 | 675 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $26,898 | 675 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $26,102 | 675 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $28,734 | 675 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $41,337 | 958 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $43,166 | 958 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $51,597 | 958 | Shares | Defined | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||