Union Heritage Capital, LLC: SHW position timeline

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

Union Heritage Capital, LLC held 971 SHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 971 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $334,335.
13F-HR 0001376474-26-000563 filed by Union Heritage Capital, LLC
Filed 2026-08-14 (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).
period ended2026-03-31
13F 971 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $311,254.
13F-HR 0001376474-26-000386 filed by Union Heritage Capital, LLC
Filed 2026-05-20 (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).
period ended2025-12-31
13F 971 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $314,633.
13F-HR 0001376474-26-000174 filed by Union Heritage Capital, LLC
Filed 2026-02-13 (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).
period ended2025-09-30
13F 971 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $336,218.
13F-HR 0001376474-25-000886 filed by Union Heritage Capital, LLC
Filed 2025-10-30 (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).
period ended2025-06-30
13F 971 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $333,403.
13F-HR 0001376474-25-000742 filed by Union Heritage Capital, LLC
Filed 2025-08-13 (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).
period ended2025-03-31
13F 971 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $339,063.
13F-HR 0001376474-25-000448 filed by Union Heritage Capital, LLC
Filed 2025-05-12 (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).
period ended2024-12-31
13F 971 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $330,072.
13F-HR 0001376474-25-000310 filed by Union Heritage Capital, LLC
Filed 2025-04-03 (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).
period ended2024-09-30
13F 971 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $370,602.
13F-HR 0001376474-25-000062 filed by Union Heritage Capital, LLC
Filed 2025-01-10 (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).