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Disclosery

Grassi Investment Management: SHOP position timeline

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

Grassi Investment Management held 45,955 SHOP shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 45,955 shares
    Change vs previous 13F -450 shares

    0.42% of the 13F portfolio, value $5,301,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    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 46,405 shares
    Change vs previous 13F +11,450 shares

    0.41% of the 13F portfolio, value $4,431,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    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/A 34,955 shares
    Change vs previous 13F -1,825 shares

    0.32% of the 13F portfolio, value $3,717,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    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 36,780 shares
    Change vs previous 13F +14,250 shares

    0.25% of the 13F portfolio, value $2,948,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    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 22,530 shares
    Change vs previous 13F +18,200 shares

    0.13% of the 13F portfolio, value $1,488,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 4,330 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $334,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 4,330 shares
    Change vs previous 13F -250 shares

    0.04% of the 13F portfolio, value $337,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 4,580 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $250,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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