Retirement Wealth Solutions LLC
PensionPosition in SW — Smurfit Westrock plc
CIK 2044741
MARSHFIELD, WI
Position in SW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,330
+$2,095 QoQ
Shares Held
72
+132.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#578
of 635 holders
Holding Since
Dec 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, 2026Retirement Wealth Solutions LLC holds $13,335 across 4 Packaging & Containers names. SW ranks #3 (25.0% 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 | $3,330 | 72 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,235 | 31 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $502 | 13 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,533 | 83 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $9,320 | 216 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $15,680 | 348 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $26,068 | 484 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||