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Disclosery

Focus Partners Wealth: SHW position timeline

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

Focus Partners Wealth held 33,807 SHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,807 shares
    Change vs previous 13F -1,724 shares

    0.01% of the 13F portfolio, value $11,640,773.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 35,531 shares
    Change vs previous 13F -908 shares

    0.01% of the 13F portfolio, value $11,423,316.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 36,439 shares
    Change vs previous 13F +9,762 shares

    0.01% of the 13F portfolio, value $11,807,829.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 26,677 shares
    Change vs previous 13F -7,307 shares

    0.01% of the 13F portfolio, value $9,237,500.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 26,677 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 33,984 shares
    Change vs previous 13F +2,119 shares

    0.02% of the 13F portfolio, value $11,669,301.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 32,166 shares
    • Focus Partners Advisor Solutions, LLC: 1,818 shares

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

  6. period ended2025-03-31
    13F/A 31,865 shares
    Change vs previous 13F -2,342 shares

    0.02% of the 13F portfolio, value $11,127,328.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 30,435 shares
    • Focus Partners Advisor Solutions, LLC: 1,430 shares

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

  7. period ended2024-12-31
    13F/A 34,207 shares
    Change vs previous 13F +10,535 shares

    0.03% of the 13F portfolio, value $11,628,641.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 32,376 shares
    • Focus Partners Advisor Solutions, LLC: 1,831 shares

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

  8. period ended2024-09-30
    13F 23,672 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,035,930.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 21,729 shares
    • Focus Partners Advisor Solutions, LLC: 1,943 shares

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