SUMMIT WEALTH GROUP LLC / CO

Position in SHW — Sherwin Williams Co

CIK 2081278 COLORADO SPRINGS, CO

Position in SHW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$324,693

+$44,853 QoQ

Shares Held

943

+8.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,237

of 1,739 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Basic Materials · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $1,349,399 across 4 Specialty Chemicals names. SHW ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIN	Linde PLC	983	$510,118
2	SHW	Sherwin Williams Co This page	943	$324,693
3	ECL	Ecolab Inc.	1,042	$290,311
4	AXTA	Axalta Coating Systems Ltd.	6,554	$224,277

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,693	943	+8.0%	Shares	Sole	2026-07-28
2026-03-31	$279,840	873	+18.5%	Shares	Sole	2026-04-23
2025-12-31	$238,810	737	-2.5%	Shares	Sole	2026-02-04
2025-06-30	$259,580	756	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.