Position in SW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,252,547
+$920,020 QoQ
Shares Held
135,161
+1.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#179
of 639 holders
Holding Since
Sep 2024
8 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, 2026Sound Income Strategies, LLC holds $44,493,744 across 3 Packaging & Containers names. SW ranks #3 (14.1% of the industry book) .
All Filings in SW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,252,547 | 135,161 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,332,527 | 133,815 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,942,992 | 127,825 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,811 | 160 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,675 | 62 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,875 | 86 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,578 | 85 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $14,035 | 284 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||