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Disclosery

Copperwynd Financial, LLC: SHOP position timeline

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

Copperwynd Financial, LLC held 10,417 SHOP shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 10,417 shares
    Change vs previous 13F -3,330 shares

    0.3% of the 13F portfolio, value $1,201,601.

    13F-HR 0001687832-25-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 13,747 shares
    Change vs previous 13F -196 shares

    0.36% of the 13F portfolio, value $1,312,564.

    13F-HR 0001687832-25-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 13,943 shares
    Change vs previous 13F +9 shares

    0.41% of the 13F portfolio, value $1,482,559.

    13F-HR 0001687832-25-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 13,934 shares
    Change vs previous 13F +841 shares

    0.34% of the 13F portfolio, value $1,116,671.

    13F-HR 0001687832-24-000005 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 13,093 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $801,292.

    13F-HR 0001687832-24-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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