Skip to main content

United Financial Planning Group LLC

Position in SHW — Sherwin Williams Co

CIK 2088337 HAUPPAUGE, NY

Position in SHW

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$13,428
+$927 QoQ
Shares Held
39
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,620
of 1,733 holders
Holding Since
Mar 2026
2 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, 2026

United Financial Planning Group LLC holds $105,966 across 6 Specialty Chemicals names. SHW ranks #2 (12.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SHW
Sherwin Williams Co
This page
39 $13,428

All Filings in SHW

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,428 39
2026-03-31 $12,501 39