JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC: SHOP position timeline

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC held 7,111 SHOP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 7,111 shares

   Change vs previous 13F -2,614 shares

   0.76% of the 13F portfolio, value $1,054,562.

   13F-HR 0001172661-26-004460 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Accepted 2026-10-09 14:49:04 UTC, ingested 2026-10-09 14:50:03 UTC

2. period ended2026-06-30

   13F 9,725 shares

   Change vs previous 13F -1,193 shares

   0.87% of the 13F portfolio, value $1,110,401.

   13F-HR 0001172661-26-002778 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 10,918 shares

   Change vs previous 13F -35,070 shares

   1.14% of the 13F portfolio, value $1,295,093.

   13F-HR 0001172661-26-002057 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 45,988 shares

   Change vs previous 13F not available

   1.52% of the 13F portfolio, value $7,402,688.

   13F-HR 0001172661-26-001571 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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