Position in SW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,313
+$959 QoQ
Shares Held
50
+47.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#587
of 635 holders
Holding Since
Jun 2025
3 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, 2026Bogart Wealth, LLC holds $76,404 across 9 Packaging & Containers names. SW ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
204 | $48,609 | |
| 2 | IP |
International Paper Co /New/
|
295 | $11,239 | |
| 3 | AMCR |
Amcor plc
|
123 | $5,332 | |
| 4 | GPK |
Graphic Packaging Holding Co
|
317 | $3,350 | |
| 5 | SW |
Smurfit Westrock plc
This page
|
50 | $2,313 | |
| 6 | OI |
O-I Glass, Inc. /DE/
|
221 | $2,128 | |
| 7 | AVY |
Avery Dennison Corp
|
13 | $2,110 | |
| 8 | PACK |
Ranpak Holdings Corp.
|
147 | $1,074 |
All Filings in SW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,313 | 50 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,354 | 34 | Shares | Sole | 2026-04-28 | |
| 2025-06-30 | $517 | 12 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||