Position in SW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$601
-$3,423 QoQ
Shares Held
13
-87.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#619
of 635 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Abound Wealth Management holds $1,315 across 2 Packaging & Containers names. SW ranks #2 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
3 | $714 | |
| 2 | SW |
Smurfit Westrock plc
This page
|
13 | $601 |
All Filings in SW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601 | 13 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,024 | 101 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,286 | 85 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,618 | 85 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,667 | 85 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,613 | 58 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,386 | 100 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,174 | 44 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||