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Advisors Asset Management, Inc.: SHOP position timeline

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

Advisors Asset Management, Inc. held 327,792 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 327,792 shares
    Change vs previous 13F -11,845 shares

    0.57% of the 13F portfolio, value $37,427,291.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 339,637 shares
    Change vs previous 13F -6,652 shares

    0.67% of the 13F portfolio, value $40,287,741.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    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/A 346,289 shares
    Change vs previous 13F -12,611 shares

    0.94% of the 13F portfolio, value $55,742,140.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    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/A 358,900 shares
    Change vs previous 13F -2,015 shares

    0.91% of the 13F portfolio, value $53,336,129.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    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/A 360,915 shares
    Change vs previous 13F -4,155 shares

    0.75% of the 13F portfolio, value $41,631,545.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    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/A 365,070 shares
    Change vs previous 13F +7,533 shares

    0.65% of the 13F portfolio, value $34,856,884.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    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/A 357,537 shares
    Change vs previous 13F -8,478 shares

    0.7% of the 13F portfolio, value $38,016,909.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    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/A 366,015 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $29,332,442.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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