SIMA Wealth Partners, LLC

SEC CIK: 0002135539
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

SW holding history

Smurfit Westrock plc in every 13F filed by SIMA Wealth 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 (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2025

Holdings of SW by SIMA Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−225−100.0%	Sold out	Holders
Q2 2025	225	$9.71K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	225	$10.1K	<0.1%	+225	New	Holders