Lineweaver Wealth Advisors, LLC: SHW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lineweaver Wealth Advisors, LLC on SHW, newest first. How the timeline and the estimate are built.
Lineweaver Wealth Advisors, LLC held 844 SHW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 844 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $290,666.
13F-HR 0001797873-26-000005 filed by Lineweaver Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 844 sharesChange vs previous 13F -6 shares
0.04% of the 13F portfolio, value $270,490.
13F-HR 0001797873-26-000002 filed by Lineweaver Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 850 sharesChange vs previous 13F +7 shares
0.04% of the 13F portfolio, value $275,268.
13F-HR 0001797873-26-000001 filed by Lineweaver Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 843 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $291,972.
13F-HR 0001085146-25-005908 filed by Lineweaver Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 843 sharesChange vs previous 13F -19 shares
0.05% of the 13F portfolio, value $289,433.
13F-HR 0001085146-25-003672 filed by Lineweaver Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 862 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $300,885.
13F-HR 0001085146-25-002551 filed by Lineweaver Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).