Summit Financial Wealth Advisors, LLC
Position in SHW — Sherwin Williams Co
CIK 1632283
Lafayette, LA
Position in SHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$255,829
New position
Shares Held
743
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,346
of 1,733 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $666,310 across 2 Specialty Chemicals names. SHW ranks #2 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
791 | $410,481 | |
| 2 | SHW |
Sherwin Williams Co
This page
|
743 | $255,829 |
All Filings in SHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,829 | 743 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||