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Kestra Advisory Services, LLC: SHW position timeline

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

Kestra Advisory Services, LLC held 65,426 SHW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,426 shares
    Change vs previous 13F -1,967 shares

    0.05% of the 13F portfolio, value $22,527,530.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,122 shares
    • Kestra Advisory Services, LLC: 54,297 shares
    • Kestra Investment Management, LLC: 1,007 shares

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

  2. period ended2026-03-31
    13F 67,393 shares
    Change vs previous 13F -4,329 shares

    0.05% of the 13F portfolio, value $21,602,908.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,153 shares
    • Kestra Advisory Services, LLC: 56,196 shares
    • Kestra Investment Management, LLC: 1,044 shares

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

  3. period ended2025-12-31
    13F 71,722 shares
    Change vs previous 13F +35,866 shares

    0.06% of the 13F portfolio, value $23,240,074.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,658 shares
    • Kestra Advisory Services, LLC: 61,011 shares
    • Kestra Investment Management, LLC: 1,053 shares

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

  4. period ended2025-09-30
    13F 35,856 shares
    Change vs previous 13F +746 shares

    0.04% of the 13F portfolio, value $12,415,667.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,035 shares
    • Kestra Advisory Services, LLC: 24,818 shares
    • Kestra Investment Management, LLC: 1,003 shares

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

  5. period ended2025-06-30
    13F/A 35,110 shares
    Change vs previous 13F +4,611 shares

    0.04% of the 13F portfolio, value $12,055,292.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,996 shares
    • Kestra Advisory Services, LLC: 24,114 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 30,499 shares
    Change vs previous 13F +772 shares

    0.04% of the 13F portfolio, value $10,649,947.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,703 shares
    • Kestra Advisory Services, LLC: 19,690 shares
    • Kestra Investment Management, LLC: 106 shares

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

  7. period ended2024-12-31
    13F 29,727 shares
    Change vs previous 13F -4,239 shares

    0.04% of the 13F portfolio, value $10,105,196.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,355 shares
    • Kestra Advisory Services, LLC: 19,121 shares
    • Kestra Investment Management, LLC: 251 shares

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

  8. period ended2024-09-30
    13F 33,966 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,963,973.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,491 shares
    • Kestra Advisory Services, LLC: 24,880 shares
    • Kestra Investment Management, LLC: 595 shares

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