Skip to main content

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

SHW holding history

Sherwin Williams Co in every 13F filed by Wealthspire Advisors, LLC, 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)
5,047
Value
$1.74M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SHW by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,047$1.74M<0.1%+291+6.1%AddedHolders
Q1 20264,756$1.52M<0.1%−4,755−50.0%ReducedHolders
Q4 20259,511$3.08M<0.1%+4,716+98.4%AddedHolders
Q3 20254,795$1.66M<0.1%−6,235−56.5%ReducedHolders
Q2 202511,030$3.79M<0.1%+920+9.1%AddedHolders
Q1 202510,110$3.53M<0.1%+5,229+107.1%AddedHolders
Q4 20244,881$1.66M<0.1%−15−0.3%ReducedHolders
Q3 20244,896$1.87M<0.1%+3,102+172.9%AddedHolders
Q2 20241,794$535.4K<0.1%−94−5.0%ReducedHolders
Q1 20241,888$655.8K<0.1%−130−6.4%ReducedHolders
Q4 20232,018$629.5K<0.1%+167+9.0%AddedHolders
Q3 20231,851$472.2K<0.1%+333+21.9%AddedHolders
Q2 20231,518$403.1K<0.1%+92+6.5%AddedHolders
Q1 20231,426$320.5K<0.1%−427−23.0%ReducedHolders
Q4 20221,853$439.8K<0.1%+509+37.9%AddedHolders
Q3 20221,344$275.0K<0.1%+11+0.8%AddedHolders
Q2 20221,333$298.0K<0.1%+84+6.7%AddedHolders
Q1 20221,249$312.0K<0.1%−907−42.1%ReducedHolders
Q4 20212,156$759.0K<0.1%−1,205−35.9%ReducedHolders
Q3 20213,361$940.0K<0.1%+1,626+93.7%AddedHolders
Q2 20211,735$473.0K<0.1%−3,116−64.2%ReducedConverted for a 3-for-1 splitHolders
Q1 20211,617$1.19M<0.1%––Holders

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