Wealthspire Retirement, LLC
PensionPosition in SHW — Sherwin Williams Co
CIK 2040084
ALISO VIEJO, CA
Position in SHW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$720,916
-$159,797 QoQ
Shares Held
2,249
-17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Wealthspire Retirement, LLC holds $996,818 across 3 Specialty Chemicals names. SHW ranks #1 (72.3% of the industry book) .
All Filings in SHW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $720,916 | 2,249 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $880,713 | 2,718 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,509,001 | 4,358 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,531,042 | 4,459 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,595,449 | 4,569 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,849,899 | 5,442 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||