Position in SW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$442,429
+$58,515 QoQ
Shares Held
9,564
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#392
of 635 holders
Holding Since
Sep 2024
7 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, 2026Compound Planning, Inc. holds $1,510,486 across 4 Packaging & Containers names. SW ranks #2 (29.3% 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 | $442,429 | 9,564 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $383,914 | 9,634 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $337,936 | 8,739 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $307,270 | 7,218 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $270,593 | 6,271 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $231,274 | 4,294 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $250,559 | 5,070 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||