Position in SW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$749,365
+$95,945 QoQ
Shares Held
16,199
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#354
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, 2026BURNEY CO/ holds $8,304,884 across 6 Packaging & Containers names. SW ranks #5 (9.0% of the industry book) .
All Filings in SW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,365 | 16,199 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $653,420 | 16,397 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $649,539 | 16,797 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $779,924 | 18,321 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $831,198 | 19,263 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,044,597 | 45,375 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,503,466 | 46,481 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,313,399 | 46,811 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||