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Sound Income Strategies, LLC → SW
Sound Income Strategies, LLC SW Position History
Smurfit Westrock Plc • Basic Materials
Quarters held
5
Latest value
$5.6M
Q3 2026
Peak value
$6.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7K |
| Q4 2025 | $5.5M |
| Q1 2026 | $5.4M |
| Q2 2026 | $6.3M |
| Q3 2026 | $5.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.6M | 135.6K | — | — |
| Q2 2026 | $6.3M | 135.2K | — | — |
| Q1 2026 | $5.4M | 133.8K | — | — |
| Q4 2025 | $5.5M | 127.8K | — | — |
| Q3 2025 | $7K | 160 | — | — |
Other funds holding SW
$3.2B
$3.2B
$2.4B
$2.2B
$1.3B
$1.3B
$1.1B