Position in SW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,252
-$222,882 QoQ
Shares Held
200
-96.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#535
of 635 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $13,647 across 4 Packaging & Containers names. SW ranks #1 (67.8% of the industry book) .
All Filings in SW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,252 | 200 | Shares | Sole | 2026-07-20 | |
| 2025-09-30 | $232,134 | 5,453 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $235,771 | 5,464 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $245,712 | 5,453 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $293,698 | 5,453 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||