Position in SW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$252,348
-$93,486 QoQ
Shares Held
5,455
-15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#432
of 635 holders
Holding Since
Sep 2024
3 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, 2026Independent Advisor Alliance holds $5,131,285 across 9 Packaging & Containers names. SW ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLGN |
Silgan Holdings Inc
|
31,782 | $1,474,366 | |
| 2 | AMCR |
Amcor plc
|
29,903 | $1,296,294 | |
| 3 | CCK |
Crown Holdings, Inc.
|
6,579 | $735,663 | |
| 4 | SON |
Sonoco Products Co
|
7,649 | $431,020 | |
| 5 | IP |
International Paper Co /New/
|
8,744 | $333,146 | |
| 6 | SW |
Smurfit Westrock plc
This page
|
5,455 | $252,348 | |
| 7 | AVY |
Avery Dennison Corp
|
1,430 | $232,160 | |
| 8 | PKG |
Packaging Corp Of America
|
854 | $203,490 |
All Filings in SW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,348 | 5,455 | Shares | Sole | 2026-08-12 | |
| 2024-12-31 | $345,834 | 6,421 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $301,017 | 6,091 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||