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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

SHW holding history

Sherwin Williams Co in every 13F filed by Dougherty Wealth Advisers 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)
169
Value
$58.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SHW by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026169$58.2K<0.1%00.0%UnchangedHolders
Q1 2026169$54.2K<0.1%00.0%UnchangedHolders
Q4 2025169$54.8K<0.1%00.0%UnchangedHolders
Q3 2025169$58.5K<0.1%00.0%UnchangedHolders
Q2 2025169$58.0K<0.1%00.0%UnchangedHolders
Q1 2025169$59.0K<0.1%00.0%UnchangedHolders
Q4 2024169$57.4K<0.1%00.0%UnchangedHolders
Q3 2024169$64.5K0.1%00.0%UnchangedHolders
Q2 2024169$50.4K<0.1%00.0%UnchangedHolders
Q1 2024169$58.7K0.1%−215−56.0%ReducedHolders
Q4 2023384$119.8K0.1%00.0%UnchangedHolders
Q3 2023384$97.9K0.1%−96−20.0%ReducedHolders
Q2 2023480$127.5K0.2%00.0%UnchangedHolders
Q1 2023480$107.9K0.2%00.0%UnchangedHolders
Q4 2022480$113.9K0.2%00.0%UnchangedHolders
Q3 2022480$98.0K0.2%00.0%UnchangedHolders
Q2 2022480$107.0K0.2%00.0%UnchangedHolders
Q1 2022480$120.0K0.2%00.0%UnchangedHolders
Q4 2021480$169.0K0.2%00.0%UnchangedHolders
Q3 2021480$134.0K0.2%00.0%UnchangedHolders
Q2 2021480$131.0K0.2%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q1 2021160$118.0K0.2%––Holders

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