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Ridgeline Wealth Planning, LLC

SEC CIK
0002013788
Latest filing
Jul 24, 2026

SW holding history

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

SW overviewAll 13F holders of SWFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2024
Holdings of SW by Ridgeline Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−3,822−100.0%Sold outHolders
Q4 20243,822$205.9K0.2%–No prior filingHolders