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Independent Advisor Alliance: SHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on SHW, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 5,176 SHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,176 shares
    Change vs previous 13F -96 shares

    0.04% of the 13F portfolio, value $1,782,107.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 5,272 shares
    Change vs previous 13F -6,243 shares

    0.02% of the 13F portfolio, value $1,689,911.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 11,515 shares
    Change vs previous 13F -1,115 shares

    0.09% of the 13F portfolio, value $3,731,067.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 12,630 shares
    Change vs previous 13F +170 shares

    0.11% of the 13F portfolio, value $4,373,164.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 12,460 shares
    Change vs previous 13F +98 shares

    0.12% of the 13F portfolio, value $4,278,349.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 12,362 shares
    Change vs previous 13F -934 shares

    0.14% of the 13F portfolio, value $4,316,707.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 13,296 shares
    Change vs previous 13F +1,402 shares

    0.06% of the 13F portfolio, value $4,519,614.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 11,894 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,539,389.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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