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Disclosery

HB Wealth Management, LLC: SHW position timeline

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

HB Wealth Management, LLC held 25,950 SHW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,950 shares
    Change vs previous 13F -3,671 shares

    0.05% of the 13F portfolio, value $8,935,266.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 29,621 shares
    Change vs previous 13F -3,097 shares

    0.06% of the 13F portfolio, value $9,495,043.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 32,718 shares
    Change vs previous 13F -1,361 shares

    0.07% of the 13F portfolio, value $10,601,935.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 34,079 shares
    Change vs previous 13F +993 shares

    0.08% of the 13F portfolio, value $11,800,491.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 33,086 shares
    Change vs previous 13F +1,260 shares

    0.09% of the 13F portfolio, value $11,360,467.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 31,826 shares
    Change vs previous 13F +10,301 shares

    0.09% of the 13F portfolio, value $11,113,513.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 21,525 shares
    Change vs previous 13F +153 shares

    0.07% of the 13F portfolio, value $7,317,308.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 21,372 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,157,195.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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