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Disclosery

Bogart Wealth, LLC: SHOP position timeline

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

Bogart Wealth, LLC held 65,143 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,143 shares
    Change vs previous 13F +3,359 shares

    0.26% of the 13F portfolio, value $7,438,028.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 61,784 shares
    Change vs previous 13F +10,196 shares

    0.28% of the 13F portfolio, value $7,328,818.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 51,588 shares
    Change vs previous 13F -16,563 shares

    0.33% of the 13F portfolio, value $8,304,120.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 68,151 shares
    Change vs previous 13F -791 shares

    0.41% of the 13F portfolio, value $10,127,920.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 68,942 shares
    Change vs previous 13F +3,020 shares

    0.34% of the 13F portfolio, value $7,952,460.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 65,922 shares
    Change vs previous 13F -14,197 shares

    0.3% of the 13F portfolio, value $6,294,233.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 80,119 shares
    Change vs previous 13F -2,040 shares

    0.4% of the 13F portfolio, value $8,519,053.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 82,159 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $6,584,222.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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