Position in SW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$359,116
+$129,619 QoQ
Shares Held
7,763
+82.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#404
of 635 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $2,823,809 across 5 Packaging & Containers names. SW ranks #3 (12.7% of the industry book) .
All Filings in SW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,116 | 7,763 | Shares | Sole | 2026-07-28 | |
| 2024-12-31 | $229,497 | 4,261 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $221,352 | 4,479 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||