Skip to content
Disclosery

Wealth Management Partners, LLC: SHW position timeline

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

Wealth Management Partners, LLC held 675 SHW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 675 shares
    Change vs previous 13F -165 shares

    0.05% of the 13F portfolio, value $232,416.

    13F-HR 0001843294-26-000004 filed by Wealth Management Partners, 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 840 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $269,262.

    13F-HR 0001843294-26-000002 filed by Wealth Management Partners, 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 840 shares
    Change vs previous 13F -275 shares

    0.08% of the 13F portfolio, value $272,185.

    13F-HR 0001843294-26-000001 filed by Wealth Management Partners, 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 1,115 shares
    Change vs previous 13F -200 shares

    0.12% of the 13F portfolio, value $386,080.

    13F-HR 0001843294-25-000004 filed by Wealth Management Partners, 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 1,315 shares
    Change vs previous 13F -321 shares

    0.16% of the 13F portfolio, value $455,371.

    13F-HR 0001085146-25-003755 filed by Wealth Management Partners, 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 1,636 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $571,275.

    13F-HR 0001085146-25-002028 filed by Wealth Management Partners, 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 1,636 shares
    Change vs previous 13F -190 shares

    0.24% of the 13F portfolio, value $556,125.

    13F-HR 0001085146-25-000272 filed by Wealth Management Partners, 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 1,826 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $696,929.

    13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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