Centennial Wealth Advisory LLC SW SMURFIT WESTROCK PLC

Ownership history in Centennial Wealth Advisory LLC  ·  4 quarters on record

AI Ownership Summary

Centennial Wealth Advisory LLC reported SMURFIT WESTROCK PLC (SW) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.18% in 2026 Q2. The latest visible filing shows SW at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Centennial Wealth Advisory LLC's position in SMURFIT WESTROCK PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SW was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Centennial Wealth Advisory LLC held SW — position size vs. price
% of Fund (quarterly)    SW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 18,222 +5,752 +46.1% 0.18% $843K 2026-07-13 $43.15
2025 Q4 ADDED 12,470 +468 +3.9% 0.13% $482K 2026-01-14 $41.89
2025 Q3 ADDED 12,002 +855 +7.7% 0.14% $511K 2025-10-22 $41.81
2025 Q2 INITIATED 11,147 0.15% $481K 2025-07-17 $44.71

FAQ About Centennial Wealth Advisory LLC and SW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Centennial Wealth Advisory LLC reported owning SW?

Centennial Wealth Advisory LLC reported SW across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported SW position in Centennial Wealth Advisory LLC's portfolio?

The largest reported portfolio weight for SW was 0.18% in 2026 Q2.

What is the latest reported SW position on this page?

The most recent filing on this page is 2026 Q2, when Centennial Wealth Advisory LLC reported 18,222 shares, equal to 0.18% of portfolio, with an estimated market value of $843K.

What does the chart on this SW ownership page compare?

The chart compares Centennial Wealth Advisory LLC's quarterly SW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Centennial Wealth Advisory LLC time their SW position?

Based on 13F filing dates vs. subsequent SW price moves, Centennial Wealth Advisory LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SW relative to SPY over the holding period was -20.2%.

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