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Disclosery

Left Brain Wealth Management, LLC: SHOP position timeline

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

Left Brain Wealth Management, LLC held 0 SHOP shares at 2026-03-31 per its 13F-HR filed 2026-04-30.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -28,541 shares

    13F-HR 0001104659-26-052365 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 28,541 shares
    Change vs previous 13F +18,210 shares

    1.59% of the 13F portfolio, value $4,594,245.

    13F-HR 0001104659-26-010757 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 10,331 shares
    Change vs previous 13F +1,688 shares

    0.48% of the 13F portfolio, value $1,535,290.

    13F-HR 0001104659-25-110452 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 8,643 shares
    Change vs previous 13F -30,055 shares

    0.35% of the 13F portfolio, value $996,970.

    13F-HR 0001104659-25-076758 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 38,698 shares
    Change vs previous 13F +5,566 shares

    1.61% of the 13F portfolio, value $3,694,885.

    13F-HR 0001104659-25-043527 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 33,132 shares
    Change vs previous 13F +7,199 shares

    1.33% of the 13F portfolio, value $3,522,926.

    13F-HR 0001104659-25-010805 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 25,933 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,078,271.

    13F-HR 0001104659-24-116569 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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