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Disclosery

Advisory Resource Group: SHOP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on SHOP, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 11,619 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,619 shares
    Change vs previous 13F +2,048 shares

    0.2% of the 13F portfolio, value $1,326,657.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 9,571 shares
    Change vs previous 13F +631 shares

    0.2% of the 13F portfolio, value $1,135,312.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 8,940 shares
    Change vs previous 13F -81 shares

    0.25% of the 13F portfolio, value $1,439,072.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 9,021 shares
    Change vs previous 13F -1,901 shares

    0.24% of the 13F portfolio, value $1,340,611.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 10,922 shares
    Change vs previous 13F +502 shares

    0.24% of the 13F portfolio, value $1,259,853.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 10,420 shares
    Change vs previous 13F +512 shares

    0.2% of the 13F portfolio, value $994,902.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 9,908 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,053,518.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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