Position in SHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,302,218
+$22,903 QoQ
Shares Held
3,782
-5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#801
of 1,733 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026BURLING WEALTH PARTNERS, LLC holds $7,458,736 across 3 Specialty Chemicals names. SHW ranks #2 (17.5% of the industry book) .
All Filings in SHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,302,218 | 3,782 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,279,315 | 3,991 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,569,601 | 4,844 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,648,890 | 4,762 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,726,414 | 5,028 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,889,467 | 5,411 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,043,319 | 6,011 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||