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Disclosery

Aureus Asset Management, LLC: SHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aureus Asset Management, LLC on SHW, newest first. How the timeline and the estimate are built.

Aureus Asset Management, LLC held 10,452 SHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,452 shares
    Change vs previous 13F -4,854 shares

    0.22% of the 13F portfolio, value $3,599,000.

    13F-HR 0001398344-26-014481 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,306 shares
    Change vs previous 13F +61 shares

    0.33% of the 13F portfolio, value $4,906,349.

    13F-HR 0001381296-26-000002 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,245 shares
    Change vs previous 13F -26 shares

    0.31% of the 13F portfolio, value $4,939,812.

    13F-HR 0001381296-26-000001 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,271 shares
    Change vs previous 13F -29 shares

    0.34% of the 13F portfolio, value $5,287,674.

    13F-HR 0001381296-25-000005 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,300 shares
    Change vs previous 13F -119 shares

    0.34% of the 13F portfolio, value $5,253,313.

    13F-HR 0001381296-25-000003 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,419 shares
    Change vs previous 13F -2,140 shares

    0.38% of the 13F portfolio, value $5,384,030.

    13F-HR 0001381296-25-000002 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,559 shares
    Change vs previous 13F -151 shares

    0.39% of the 13F portfolio, value $5,968,669.

    13F-HR 0001381296-25-000001 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,710 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,759,545.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).