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Disclosery

Cove Private Wealth, LLC: SHW position timeline

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

Cove Private Wealth, LLC held 2,187 SHW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,187 shares
    Change vs previous 13F +118 shares

    0.15% of the 13F portfolio, value $753,028.

    13F-HR 0001172661-26-002962 filed by Cove Private Wealth, 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 2,069 shares
    Change vs previous 13F +465 shares

    0.15% of the 13F portfolio, value $663,218.

    13F-HR 0001172661-26-001836 filed by Cove Private Wealth, 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 1,604 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $519,744.

    13F-HR 0001172661-26-000294 filed by Cove Private Wealth, 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 1,604 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $555,401.

    13F-HR 0001172661-25-004603 filed by Cove Private Wealth, 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 1,604 shares
    Change vs previous 13F +155 shares

    0.19% of the 13F portfolio, value $550,749.

    13F-HR 0001172661-25-002622 filed by Cove Private Wealth, 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 1,449 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $505,976.

    13F-HR 0001172661-25-001698 filed by Cove Private Wealth, 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 1,449 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $492,559.

    13F-HR 0001172661-25-000218 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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