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Disclosery

Financial Perspectives, Inc: SHOP position timeline

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

Financial Perspectives, Inc held 22,676 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 22,676 shares
    Change vs previous 13F +3,818 shares

    0.63% of the 13F portfolio, value $2,589,146.

    13F-HR 0002003287-26-000003 filed by Financial Perspectives, 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 18,858 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $2,236,936.

    13F-HR 0002003287-26-000002 filed by Financial Perspectives, 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 18,858 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $3,035,572.

    13F-HR 0002003287-26-000001 filed by Financial Perspectives, 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 18,858 shares
    Change vs previous 13F -63 shares

    0.78% of the 13F portfolio, value $2,802,487.

    13F-HR 0002003287-25-000006 filed by Financial Perspectives, Inc
    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 18,921 shares
    Change vs previous 13F +699 shares

    0.66% of the 13F portfolio, value $2,182,537.

    13F-HR 0002003287-25-000004 filed by Financial Perspectives, Inc
    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 18,222 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $1,739,837.

    13F-HR 0002003287-25-000003 filed by Financial Perspectives, Inc
    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 18,222 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,937,545.

    13F-HR 0002003287-25-000001 filed by Financial Perspectives, Inc
    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 18,222 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,460,311.

    13F-HR 0002003287-24-000021 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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