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Valued Wealth Advisors LLC

Position in SW — Smurfit Westrock plc

CIK 2007175 HOLLADAY, UT

Position in SW

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$370
-$148 QoQ
Shares Held
8
-38.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#625
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, 2026

Valued Wealth Advisors LLC holds $22,468 across 6 Packaging & Containers names. SW ranks #5 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 SW
Smurfit Westrock plc
This page
8 $370

All Filings in SW

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $370 8
2026-03-31 $518 13
2025-12-31 $502 13
2025-09-30 $553 13
2025-06-30 $863 20
2025-03-31 $1,171 26
2024-12-31 $1,400 26
2024-09-30 $790 16