Ownership history in PRINCIPAL SECURITIES, INC. · 5 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in SMURFIT WESTROCK PLC (SW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 625 | +4 | +0.6% | 0.00% | $27K | $42.20 |
| 2025 Q2 | REDUCED | 621 | -74 | -10.6% | 0.00% | $27K | $42.35 |
| 2025 Q1 | UNCHANGED | 695 | — | 0% | 0.00% | $37K | $43.82 |
| 2024 Q4 | ADDED | 695 | +229 | +49.1% | 0.00% | $37K | $51.96 |
| 2024 Q3 | INITIATED | 466 | — | — | 0.00% | $23K | $47.39 |
As of 2025 Q4 — sorted by position size