Legacy Financial Strategies, LLC: SHW position timeline

Legacy Financial Strategies, LLC held 9,395 SHW shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 9,395 shares

   Change vs previous 13F -87 shares

   0.49% of the 13F portfolio, value $3,037,177.

   13F-HR 0001723925-26-000010 filed by Legacy Financial Strategies, LLC
   Accepted 2026-10-15 14:50:07 UTC, ingested 2026-10-15 14:51:10 UTC

2. period ended2026-06-30

   13F 9,482 shares

   Change vs previous 13F -466 shares

   0.51% of the 13F portfolio, value $3,264,960.

   13F-HR 0001723925-26-000008 filed by Legacy Financial Strategies, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 9,948 shares

   Change vs previous 13F -143 shares

   0.58% of the 13F portfolio, value $3,188,802.

   13F-HR 0001723925-26-000004 filed by Legacy Financial Strategies, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 10,091 shares

   Change vs previous 13F -888 shares

   0.58% of the 13F portfolio, value $3,269,770.

   13F-HR 0001723925-26-000002 filed by Legacy Financial Strategies, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 10,979 shares

   Change vs previous 13F +112 shares

   0.69% of the 13F portfolio, value $3,801,499.

   13F-HR 0001723925-25-000003 filed by Legacy Financial Strategies, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 10,867 shares

   Change vs previous 13F +90 shares

   0.73% of the 13F portfolio, value $3,731,435.

   13F-HR 0001085146-25-003723 filed by Legacy Financial Strategies, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 10,777 shares

   Change vs previous 13F -219 shares

   0.82% of the 13F portfolio, value $3,763,366.

   13F-HR 0001085146-25-001918 filed by Legacy Financial Strategies, LLC
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 10,996 shares

   Change vs previous 13F not available

   0.79% of the 13F portfolio, value $3,663,342.

   13F-HR 0001085146-25-000556 filed by Legacy Financial Strategies, LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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