Waterloo Capital, L.P.: SHW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on SHW, newest first. How the timeline and the estimate are built.
Waterloo Capital, L.P. held 662 SHW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 662 sharesChange vs previous 13F -802 shares
0.01% of the 13F portfolio, value $227,775.
13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,464 sharesChange vs previous 13F -902 shares
0.03% of the 13F portfolio, value $469,285.
13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,366 sharesChange vs previous 13F +42 shares
0.06% of the 13F portfolio, value $766,670.
13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,324 sharesChange vs previous 13F +68 shares
0.06% of the 13F portfolio, value $804,584.
13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,256 sharesChange vs previous 13F +303 shares
0.06% of the 13F portfolio, value $774,661.
13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,953 sharesChange vs previous 13F +628 shares
0.06% of the 13F portfolio, value $681,797.
13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,325 sharesChange vs previous 13F -235 shares
0.05% of the 13F portfolio, value $450,489.
13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,560 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $595,519.
13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).