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Disclosery

Colorado Capital Management, Inc.: SHOP position timeline

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

Colorado Capital Management, Inc. held 14,550 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,550 shares
    Change vs previous 13F -1,200 shares

    0.57% of the 13F portfolio, value $1,661,000.

    13F-HR 0001664147-26-000003 filed by Colorado Capital 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 15,750 shares
    Change vs previous 13F -700 shares

    0.7% of the 13F portfolio, value $1,868,000.

    13F-HR 0001664147-26-000002 filed by Colorado Capital 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 16,450 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $2,648,000.

    13F-HR 0001664147-26-000001 filed by Colorado Capital 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 16,450 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,445,000.

    13F-HR 0001664147-25-000009 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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