Position in SW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,996
+$2,127 QoQ
Shares Held
108
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#568
of 635 holders
Holding Since
Sep 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, 2026IMA Advisory Services, Inc. holds $23,703 across 5 Packaging & Containers names. SW ranks #2 (21.1% 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 | $4,996 | 108 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,869 | 72 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $28,770 | 744 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $27,968 | 657 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $28,349 | 657 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $29,604 | 657 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $64,789 | 1,311 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||