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Disclosery

West Oak Capital, LLC: SHW position timeline

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

West Oak Capital, LLC held 5,983 SHW shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,983 shares
    Change vs previous 13F -25 shares

    0.82% of the 13F portfolio, value $20,717.

    13F-HR 0001140361-25-037185 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 6,008 shares
    Change vs previous 13F +935 shares

    0.81% of the 13F portfolio, value $20,629.

    13F-HR 0001140361-25-025806 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 5,073 shares
    Change vs previous 13F -385 shares

    0.69% of the 13F portfolio, value $17,714.

    13F-HR 0001140361-25-014010 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F/A 5,458 shares
    Change vs previous 13F -5 shares

    0.66% of the 13F portfolio, value $18,553.

    13F-HR/A 0001140361-25-000959 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 5,463 shares
    Change vs previous 13F -96 shares

    0.39% of the 13F portfolio, value $20,851.

    13F-HR 0001140361-24-043643 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 5,559 shares
    Change vs previous 13F -140 shares

    0.67% of the 13F portfolio, value $1,658,972.

    13F-HR 0001140361-24-034013 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 5,699 shares
    Change vs previous 13F +65 shares

    0.84% of the 13F portfolio, value $1,979,000.

    13F-HR 0001140361-24-020456 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 5,634 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,704,000.

    13F-HR 0001140361-24-002592 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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