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Disclosery

Values First Advisors, Inc.: SHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Values First Advisors, Inc. on SHW, newest first. How the timeline and the estimate are built.

Values First Advisors, Inc. held 879 SHW shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 879 shares
    Change vs previous 13F -264 shares

    0.14% of the 13F portfolio, value $302,756.

    13F-HR/A 0001398344-26-013386 filed by Values First Advisors, Inc.
    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 1,143 shares
    Change vs previous 13F +20 shares

    0.19% of the 13F portfolio, value $366,352.

    13F-HR 0001398344-26-006614 filed by Values First Advisors, Inc.
    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 1,123 shares
    Change vs previous 13F -421 shares

    0.19% of the 13F portfolio, value $364,011.

    13F-HR 0001398344-26-001629 filed by Values First Advisors, Inc.
    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 1,544 shares
    Change vs previous 13F -24 shares

    0.29% of the 13F portfolio, value $534,527.

    13F-HR 0001398344-25-019434 filed by Values First Advisors, Inc.
    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 1,568 shares
    Change vs previous 13F -17 shares

    0.29% of the 13F portfolio, value $538,510.

    13F-HR 0001398344-25-013953 filed by Values First Advisors, Inc.
    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 1,585 shares
    Change vs previous 13F -238 shares

    0.32% of the 13F portfolio, value $551,580.

    13F-HR 0001398344-25-008076 filed by Values First Advisors, Inc.
    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 1,823 shares
    Change vs previous 13F +727 shares

    0.34% of the 13F portfolio, value $619,762.

    13F-HR 0001398344-25-001383 filed by Values First Advisors, Inc.
    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 1,096 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $418,200.

    13F-HR 0001398344-24-019207 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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