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Forefront Wealth Partners, LLC: SHOP position timeline

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

Forefront Wealth Partners, LLC held 5,344 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,344 shares
    Change vs previous 13F +353 shares

    0.19% of the 13F portfolio, value $610,178.

    13F-HR 0002063364-26-000314 filed by Forefront Wealth Partners, 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 4,991 shares
    Change vs previous 13F +2,830 shares

    0.25% of the 13F portfolio, value $592,033.

    13F-HR 0002063364-26-000107 filed by Forefront Wealth Partners, 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 2,161 shares
    Change vs previous 13F -469 shares

    0.16% of the 13F portfolio, value $347,855.

    13F-HR 0002063364-26-000056 filed by Forefront Wealth Partners, 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 2,630 shares
    Change vs previous 13F +149 shares

    0.1% of the 13F portfolio, value $390,846.

    13F-HR 0002063364-25-000240 filed by Forefront Wealth Partners, 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 2,481 shares
    Change vs previous 13F -74 shares

    0.18% of the 13F portfolio, value $263,804.

    13F-HR 0002063364-25-000212 filed by Forefront Wealth Partners, 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 2,555 shares
    Change vs previous 13F +74 shares

    0.17% of the 13F portfolio, value $243,952.

    13F-HR 0002063364-25-000089 filed by Forefront Wealth Partners, 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 2,481 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $263,804.

    13F-HR 0002063364-25-000087 filed by Forefront Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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