Position in SW
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$205,421
-$1,345 QoQ
Shares Held
5,155
+34.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $1,209,591 across 5 Packaging & Containers names. SW ranks #4 (17.0% of the industry book) .
All Filings in SW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,421 | 5,155 | Shares | Sole | 2026-04-15 | |
| 2024-12-31 | $206,766 | 3,839 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||