Vest Financial, LLC: SHW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vest Financial, LLC on SHW, newest first. How the timeline and the estimate are built.
Vest Financial, LLC held 145,120 SHW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 145,120 sharesChange vs previous 13F -214 shares
0.52% of the 13F portfolio, value $49,967,718.
13F-HR 0001709632-26-000006 filed by Vest Financial, 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 145,334 sharesChange vs previous 13F -2,430 shares
0.56% of the 13F portfolio, value $46,586,813.
13F-HR 0001709632-26-000004 filed by Vest Financial, 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 147,764 sharesChange vs previous 13F -13,406 shares
0.61% of the 13F portfolio, value $47,879,968.
13F-HR 0001709632-26-000002 filed by Vest Financial, 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 161,170 sharesChange vs previous 13F -77 shares
0.73% of the 13F portfolio, value $55,806,724.
13F-HR 0001709632-25-000006 filed by Vest Financial, 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 161,247 sharesChange vs previous 13F +9,025 shares
0.78% of the 13F portfolio, value $55,365,770.
13F-HR 0001085146-25-004177 filed by Vest Financial, 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 152,222 sharesChange vs previous 13F -4,759 shares
0.83% of the 13F portfolio, value $53,154,400.
13F-HR 0001085146-25-002044 filed by Vest Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 156,981 sharesChange vs previous 13F +10,017 shares
0.94% of the 13F portfolio, value $53,362,551.
13F-HR 0001085146-25-000544 filed by Vest Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 146,964 sharesChange vs previous 13F not available
1.08% of the 13F portfolio, value $56,091,750.
13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).