Position in SW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,711
-$2,672 QoQ
Shares Held
37
-66.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#593
of 635 holders
Holding Since
Mar 2025
6 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $7,816 across 3 Packaging & Containers names. SW ranks #2 (21.9% of the industry book) .
All Filings in SW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,711 | 37 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,383 | 110 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,430 | 37 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,938 | 116 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,596 | 37 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $720 | 16 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||