Berkeley Capital Partners, LLC

SEC CIK: 0001667694
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

SW holding history

Smurfit Westrock plc in every 13F filed by Berkeley Capital Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SW overview All 13F holders of SW Full Q2 2026 holdings

Shares (Q2 2026): 5,057
Value: $233.9K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of SW by Berkeley Capital Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,057	$233.9K	<0.1%	+5,057	New	Holders
Q1 2026	0	$0	0.0%	−8,736−100.0%	Sold out	Holders
Q4 2025	8,736	$337.8K	0.1%	−12,074−58.0%	Reduced	Holders
Q3 2025	20,810	$885.9K	0.2%	+20,810	New	Holders