Position in SW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$0
-$15,940 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 quarters on record
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $101,637 across 3 Packaging & Containers names. SW ranks #3 (0.0% of the industry book) .
All Filings in SW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $0 | 0 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $15,940 | 400 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $10 | 0 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $11 | 0 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11 | 0 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,126 | 25 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,346 | 25 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||