Position in SHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$364,979
+$33,531 QoQ
Shares Held
1,060
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,203
of 1,733 holders
Holding Since
Jun 2023
13 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, 2026DEFINED WEALTH MANAGEMENT, LLC holds $1,216,587 across 3 Specialty Chemicals names. SHW ranks #2 (30.0% of the industry book) .
All Filings in SHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,979 | 1,060 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $331,448 | 1,034 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $341,527 | 1,054 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $368,766 | 1,065 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $345,076 | 1,005 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $323,699 | 927 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $316,474 | 931 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $354,953 | 930 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $270,974 | 908 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $313,986 | 904 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $281,957 | 904 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $227,759 | 893 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $236,578 | 891 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||