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Financial & Tax Architects, LLC: SHW position timeline

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

Financial & Tax Architects, LLC held 22,203 SHW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,203 shares
    Change vs previous 13F +2,136 shares

    1.61% of the 13F portfolio, value $7,644,965.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 20,067 shares
    Change vs previous 13F -287 shares

    1.43% of the 13F portfolio, value $6,432,385.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 20,354 shares
    Change vs previous 13F -205 shares

    1.48% of the 13F portfolio, value $6,595,281.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 20,559 shares
    Change vs previous 13F +1,519 shares

    1.57% of the 13F portfolio, value $7,118,786.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 19,040 shares
    Change vs previous 13F +162 shares

    1.59% of the 13F portfolio, value $6,537,430.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 18,878 shares
    Change vs previous 13F +575 shares

    1.65% of the 13F portfolio, value $6,591,999.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 18,303 shares
    Change vs previous 13F +235 shares

    1.58% of the 13F portfolio, value $6,221,776.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, 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 18,068 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $6,895,957.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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