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CAPTRUST FINANCIAL ADVISORS: SHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on SHW, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 195,895 SHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,895 shares
    Change vs previous 13F -17,550 shares

    0.1% of the 13F portfolio, value $67,450,519.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 213,445 shares
    Change vs previous 13F -16,126 shares

    0.12% of the 13F portfolio, value $68,417,467.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 229,571 shares
    Change vs previous 13F -10,242 shares

    0.14% of the 13F portfolio, value $74,387,729.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 239,813 shares
    Change vs previous 13F -1,318 shares

    0.17% of the 13F portfolio, value $83,037,683.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 241,131 shares
    Change vs previous 13F +12,122 shares

    0.18% of the 13F portfolio, value $82,794,867.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 229,009 shares
    Change vs previous 13F +199,561 shares

    0.2% of the 13F portfolio, value $79,967,602.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 29,448 shares
    Change vs previous 13F +3,877 shares

    0.03% of the 13F portfolio, value $10,010,094.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 25,571 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,759,759.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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