Position in SHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$290,261
+$40,232 QoQ
Shares Held
843
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,291
of 1,733 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHW Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Sound Financial Strategies Group, LLC holds $1,946,691 across 6 Specialty Chemicals names. SHW ranks #4 (14.9% of the industry book) .
All Filings in SHW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,261 | 843 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $250,029 | 780 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $586,170 | 1,809 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $691,134 | 1,996 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $755,392 | 2,200 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $746,917 | 2,139 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $850,164 | 2,501 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $872,879 | 2,287 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $690,567 | 2,314 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $768,641 | 2,213 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $717,681 | 2,301 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $930,167 | 3,647 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,043,493 | 3,930 | Shares | Sole | 2023-08-07 | |
| 2021-12-31 | $745,170 | 2,116 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $616,524 | 2,204 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $610,560 | 2,241 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,237,642 | 1,677 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,250,816 | 1,702 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,102,939 | 1,583 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $930,338 | 1,610 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $743,043 | 1,617 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||