Position in SW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$6,337
+$878 QoQ
Shares Held
137
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#555
of 635 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $117,295 across 13 Packaging & Containers names. SW ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
102 | $24,304 | |
| 2 | AVY |
Avery Dennison Corp
|
116 | $18,832 | |
| 3 | AMCR |
Amcor plc
|
347 | $15,042 | |
| 4 | IP |
International Paper Co /New/
|
310 | $11,811 | |
| 5 | BALL |
BALL Corp
|
180 | $11,232 | |
| 6 | CCK |
Crown Holdings, Inc.
|
93 | $10,399 | |
| 7 | SW |
Smurfit Westrock plc
This page
|
137 | $6,337 | |
| 8 | GEF |
Greif, Inc
|
76 | $5,661 |
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,337 | 137 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $5,459 | 137 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,789 | 98 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,660 | 39 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,035 | 24 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,694 | 82 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,208 | 41 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||