Skip to content
Disclosery

Baer Investment Advisory LLC: SHOP position timeline

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

Baer Investment Advisory LLC held 27,124 SHOP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,124 shares
    Change vs previous 13F +10,495 shares

    4.58% of the 13F portfolio, value $4,022,489.

    13F-HR 0001754960-26-000849 filed by Baer Investment Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,629 shares
    Change vs previous 13F -730 shares

    2.45% of the 13F portfolio, value $2,022,585.

    13F-HR 0001754960-26-000758 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 17,359 shares
    Change vs previous 13F +6,856 shares

    2.92% of the 13F portfolio, value $2,059,125.

    13F-HR/A 0001754960-26-000346 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,503 shares
    Change vs previous 13F -430 shares

    2.36% of the 13F portfolio, value $1,690,668.

    13F-HR 0001754960-26-000100 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,933 shares
    Change vs previous 13F +10,933 shares

    2.03% of the 13F portfolio, value $1,624,753.

    13F-HR 0001754960-25-000723 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 0 shares
    Change vs previous 13F -31,684 shares

    13F-HR/A 0001754960-25-000552 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2025-03-31
    13F 31,684 shares
    Change vs previous 13F +80 shares

    4% of the 13F portfolio, value $3,093,626.

    13F-HR 0001754960-25-000268 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 31,604 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $4,056,373.

    13F-HR 0001754960-25-000152 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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