SW β€” SMURFIT WESTROCK PLC SHS

Ownership history in Rise Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

Rise Advisors, LLC reported SMURFIT WESTROCK PLC SHS (SW) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows SW at 0.01% 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 Rise Advisors, LLC's position in SMURFIT WESTROCK PLC SHS, 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
2025 Q3

SW was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 Rise Advisors, LLC held SW β€” position size vs. price
% of Fund (quarterly)    SW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 363 +10 +2.8% 0.01% $15K 2025-10-08 $42.92
2025 Q2 UNCHANGED 353 β€” 0% 0.01% $15K 2025-07-08 $46.25
2025 Q1 ADDED 353 +61 +20.9% 0.01% $16K 2025-05-15 $45.34
2024 Q4 INITIATED 292 β€” β€” 0.01% $16K 2025-01-07 $50.27

FAQ About Rise Advisors, 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 Rise Advisors, LLC reported owning SW?

Rise Advisors, LLC reported SW across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported SW position in Rise Advisors, LLC's portfolio?

The largest reported portfolio weight for SW was 0.01% in 2024 Q4.

What is the latest reported SW position on this page?

The most recent filing on this page is 2025 Q3, when Rise Advisors, LLC reported 363 shares, equal to 0.01% of portfolio, with an estimated market value of $15K.

What does the chart on this SW ownership page compare?

The chart compares Rise Advisors, 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.

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