Position in SHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$365,323
+$55,993 QoQ
Shares Held
1,061
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,202
of 1,733 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in SHW Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Naviter Wealth, LLC holds $4,561,194 across 3 Specialty Chemicals names. SHW ranks #2 (8.0% of the industry book) .
All Filings in SHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,323 | 1,061 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $309,330 | 965 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $312,364 | 964 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $338,988 | 979 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $333,402 | 971 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $341,158 | 977 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $324,973 | 956 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||