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Disclosery

AE Wealth Management LLC: SHOP position timeline

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

AE Wealth Management LLC held 62,616 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,616 shares
    Change vs previous 13F +16,525 shares

    0.03% of the 13F portfolio, value $7,149,431.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 46,091 shares
    Change vs previous 13F +1,520 shares

    0.03% of the 13F portfolio, value $5,467,259.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 44,571 shares
    Change vs previous 13F +23,739 shares

    0.04% of the 13F portfolio, value $7,174,630.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 20,832 shares
    Change vs previous 13F -660 shares

    0.02% of the 13F portfolio, value $3,095,785.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 21,492 shares
    Change vs previous 13F -3,450 shares

    0.02% of the 13F portfolio, value $2,479,115.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 24,942 shares
    Change vs previous 13F -3,213 shares

    0.02% of the 13F portfolio, value $2,381,462.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 28,155 shares
    Change vs previous 13F -14,390 shares

    0.03% of the 13F portfolio, value $2,993,722.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 42,545 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,409,591.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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