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HOHIMER WEALTH MANAGEMENT, LLC: SHW position timeline

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

HOHIMER WEALTH MANAGEMENT, LLC held 648 SHW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 648 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $223,119.

    13F-HR 0001802533-26-000004 filed by HOHIMER 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 648 shares
    Change vs previous 13F -36 shares

    0.03% of the 13F portfolio, value $207,716.

    13F-HR 0001802533-26-000003 filed by HOHIMER 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 684 shares
    Change vs previous 13F -88 shares

    0.03% of the 13F portfolio, value $221,740.

    13F-HR 0001802533-26-000002 filed by HOHIMER 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 772 shares
    Change vs previous 13F -3,071 shares

    0.04% of the 13F portfolio, value $267,365.

    13F-HR 0001802533-25-000008 filed by HOHIMER 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 3,843 shares
    Change vs previous 13F +39 shares

    0.23% of the 13F portfolio, value $1,319,599.

    13F-HR 0001802533-25-000007 filed by HOHIMER 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 3,804 shares
    Change vs previous 13F -243 shares

    0.26% of the 13F portfolio, value $1,328,319.

    13F-HR 0001802533-25-000004 filed by HOHIMER 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 4,047 shares
    Change vs previous 13F -23 shares

    0.26% of the 13F portfolio, value $1,375,697.

    13F-HR 0001802533-25-000003 filed by HOHIMER 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 4,070 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,553,397.

    13F-HR 0001802533-24-000009 filed by HOHIMER WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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