Position in SHW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$961
-$11 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $25,761 across 5 Specialty Chemicals names. SHW ranks #4 (3.7% of the industry book) .
All Filings in SHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $961 | 3 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $972 | 3 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,271 | 21 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $7,210 | 21 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,078 | 26 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $8,838 | 26 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $9,923 | 26 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,759 | 26 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,030 | 26 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,109 | 26 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $11,987 | 47 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,700 | 29 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||