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Disclosery

Clearstead Advisors, LLC: SHW position timeline

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

Clearstead Advisors, LLC held 17,109 SHW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,109 shares
    Change vs previous 13F -5,651 shares

    0.06% of the 13F portfolio, value $5,891,017.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 22,760 shares
    Change vs previous 13F -1,450 shares

    0.07% of the 13F portfolio, value $7,295,699.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 24,210 shares
    Change vs previous 13F +207 shares

    0.1% of the 13F portfolio, value $7,844,643.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 24,003 shares
    Change vs previous 13F -7,119 shares

    0.12% of the 13F portfolio, value $8,311,230.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 31,122 shares
    Change vs previous 13F -1,103 shares

    0.15% of the 13F portfolio, value $10,685,958.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 32,225 shares
    Change vs previous 13F +5,220 shares

    0.17% of the 13F portfolio, value $11,252,696.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 27,005 shares
    Change vs previous 13F -1,064 shares

    0.14% of the 13F portfolio, value $9,179,891.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 28,069 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $10,713,040.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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