Position in SHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$324,005
+$27,497 QoQ
Shares Held
941
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,238
of 1,733 holders
Holding Since
Dec 2024
7 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, 2026AGH Wealth Advisors, LLC holds $1,293,733 across 3 Specialty Chemicals names. SHW ranks #2 (25.0% 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 | $324,005 | 941 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $296,508 | 925 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $309,448 | 955 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $336,564 | 972 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $330,655 | 963 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $325,445 | 932 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $332,791 | 979 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||