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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

  1. period ended2026-06-30
    13F 145,120 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 145,334 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 147,764 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 161,170 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 161,247 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 152,222 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 156,981 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 146,964 shares
    Change 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), ingested

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