SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in SW — Smurfit Westrock plc
CIK 1531593
NEW YORK, NY
Position in SW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,643
+$2,216 QoQ
Shares Held
122
+41.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#558
of 635 holders
Holding Since
Jun 2025
5 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, 2026SUMMIT SECURITIES GROUP LLC holds $150,676 across 6 Packaging & Containers names. SW ranks #2 (3.7% of the industry book) .
All Filings in SW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,643 | 122 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,427 | 86 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $30,007 | 776 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,355 | 901 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,412 | 334 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||