Position in SW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,070
-$5,892 QoQ
Shares Held
88
-64.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#573
of 635 holders
Holding Since
Dec 2024
6 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, 2026Whipplewood Advisors, LLC holds $7,794 across 4 Packaging & Containers names. SW ranks #1 (52.2% of the industry book) .
All Filings in SW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,070 | 88 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,962 | 250 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $386 | 10 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $44,270 | 1,026 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $9,597 | 684 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $58,274 | 1,082 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||