Position in SW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$213,397
New position
Shares Held
4,613
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#449
of 635 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Portside Wealth Group, LLC holds $484,520 across 2 Packaging & Containers names. SW ranks #2 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVY |
Avery Dennison Corp
|
1,670 | $271,123 | |
| 2 | SW |
Smurfit Westrock plc
This page
|
4,613 | $213,397 |
All Filings in SW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,397 | 4,613 | Shares | Other | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||