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Disclosery

AA Financial Advisors, LLC: SHOP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AA Financial Advisors, LLC on SHOP, newest first. How the timeline and the estimate are built.

AA Financial Advisors, LLC held 5,081 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,081 shares
    Change vs previous 13F +46 shares

    0.07% of the 13F portfolio, value $580,149.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, LLC
    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 5,035 shares
    Change vs previous 13F +190 shares

    0.08% of the 13F portfolio, value $597,252.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, LLC
    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 4,845 shares
    Change vs previous 13F -39 shares

    0.14% of the 13F portfolio, value $779,900.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, LLC
    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 4,884 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $725,811.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,884 shares
    Change vs previous 13F -1,386 shares

    0.12% of the 13F portfolio, value $563,369.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,270 shares
    Change vs previous 13F +131 shares

    0.15% of the 13F portfolio, value $598,660.

    13F-HR 0001667731-25-000448 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,139 shares
    Change vs previous 13F +86 shares

    0.17% of the 13F portfolio, value $652,760.

    13F-HR 0001667731-25-000094 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,053 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $485,087.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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