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Wealthquest Corp

SEC CIK
0001632968
Latest filing
Jul 23, 2026

SHW holding history

Sherwin Williams Co in every 13F filed by Wealthquest Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHW overviewAll 13F holders of SHWFull Q2 2026 holdings

Shares (Q2 2026)
1,001
Value
$344.7K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SHW by Wealthquest Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,001$344.7K<0.1%+6+0.6%AddedHolders
Q1 2026995$318.9K<0.1%00.0%UnchangedHolders
Q4 2025995$322.4K<0.1%+995NewHolders
Q3 20250$00.0%−1,000−100.0%Sold outHolders
Q2 20251,000$343.4K<0.1%−5−0.5%ReducedHolders
Q1 20251,005$350.9K<0.1%+5+0.5%AddedHolders
Q4 20241,000$339.9K<0.1%00.0%UnchangedHolders
Q3 20241,000$380.6K<0.1%+5+0.5%AddedHolders
Q2 2024995$296.9K<0.1%00.0%UnchangedHolders
Q1 2024995$345.6K<0.1%−5−0.5%ReducedHolders
Q4 20231,000$311.9K<0.1%00.0%UnchangedHolders
Q3 20231,000$255.1K<0.1%+10+1.0%AddedHolders
Q2 2023990$262.9K<0.1%00.0%UnchangedHolders
Q1 2023990$222.5K<0.1%00.0%UnchangedHolders
Q4 2022990$235.0K<0.1%00.0%UnchangedHolders
Q3 2022990$202.0K<0.1%−200−16.8%ReducedHolders
Q2 20221,190$266.0K<0.1%00.0%UnchangedHolders
Q1 20221,190$419.0K0.1%00.0%UnchangedHolders
Q4 20211,190$419.0K0.1%+200+20.2%AddedHolders
Q3 2021990$276.0K<0.1%00.0%UnchangedHolders
Q2 2021990$269.0K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q1 2021330$243.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.