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Disclosery

NewEdge Advisors, LLC: SHOP position timeline

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

NewEdge Advisors, LLC held 88,161 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,161 shares
    Change vs previous 13F -796 shares

    0.03% of the 13F portfolio, value $10,066,258.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 88,957 shares
    Change vs previous 13F +1,475 shares

    0.04% of the 13F portfolio, value $10,552,034.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 87,482 shares
    Change vs previous 13F +16,282 shares

    0.05% of the 13F portfolio, value $14,082,123.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 71,200 shares
    Change vs previous 13F -4,085 shares

    0.05% of the 13F portfolio, value $10,581,017.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 75,285 shares
    Change vs previous 13F -8,253 shares

    0.04% of the 13F portfolio, value $8,684,198.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 83,538 shares
    Change vs previous 13F +24,070 shares

    0.05% of the 13F portfolio, value $7,974,366.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 59,468 shares
    Change vs previous 13F +16,194 shares

    0.04% of the 13F portfolio, value $6,323,296.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    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 43,274 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,467,997.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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