Position in SW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$462
+$64 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#622
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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $50,302 across 7 Packaging & Containers names. SW ranks #5 (0.9% of the industry book) .
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462 | 10 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $398 | 10 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,546 | 40 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,469 | 105 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,530 | 105 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,351 | 30 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,400 | 26 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||