Position in SHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$205,559
-$34,853 QoQ
Shares Held
597
-20.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,449
of 1,739 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHW Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Beacon Financial Advisory LLC holds $1,747,919 across 4 Specialty Chemicals names. SHW ranks #3 (11.8% of the industry book) .
All Filings in SHW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,559 | 597 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $240,412 | 750 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $248,531 | 767 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $262,811 | 759 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $260,953 | 760 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $271,669 | 778 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $247,129 | 727 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $276,329 | 724 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $213,377 | 715 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $247,646 | 713 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $383,948 | 1,231 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $313,711 | 1,230 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $281,716 | 1,061 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $215,779 | 960 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $251,095 | 1,058 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $216,420 | 1,057 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $269,363 | 1,203 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $337,236 | 1,351 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $444,073 | 1,261 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $349,662 | 1,250 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $337,565 | 1,239 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $300,370 | 407 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $264,567 | 360 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $240,375 | 345 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||