Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: SHW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management on SHW, newest first. How the timeline and the estimate are built.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 4,738 SHW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 4,738 sharesChange vs previous 13F -34 shares
0.02% of the 13F portfolio, value $1,631,389.
13F-HR 0001085146-26-000512 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,772 sharesChange vs previous 13F -70 shares
0.03% of the 13F portfolio, value $1,529,665.
13F-HR 0001085146-26-000381 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,842 sharesChange vs previous 13F -1,001 shares
0.03% of the 13F portfolio, value $1,568,955.
13F-HR 0001085146-26-000089 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,843 sharesChange vs previous 13F +1,113 shares
0.04% of the 13F portfolio, value $2,023,199.
13F-HR 0001085146-25-005977 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,730 sharesChange vs previous 13F +687 shares
0.04% of the 13F portfolio, value $1,624,094.
13F-HR 0001085146-25-004013 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,043 sharesChange vs previous 13F +473 shares
0.04% of the 13F portfolio, value $1,411,776.
13F-HR 0001085146-25-002824 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,570 sharesChange vs previous 13F +25 shares
0.03% of the 13F portfolio, value $1,213,551.
13F-HR 0001085146-25-000387 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,545 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,353,021.
13F-HR 0001085146-24-005297 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).