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Disclosery

NewEdge Wealth, LLC: SHOP position timeline

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

NewEdge Wealth, LLC held 58,253 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,253 shares
    Change vs previous 13F +630 shares

    0.07% of the 13F portfolio, value $6,651,314.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 57,623 shares
    Change vs previous 13F +1,282 shares

    0.08% of the 13F portfolio, value $6,835,292.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 56,341 shares
    Change vs previous 13F +2,792 shares

    0.1% of the 13F portfolio, value $9,069,140.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 53,549 shares
    Change vs previous 13F +3,789 shares

    0.13% of the 13F portfolio, value $8,724,203.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 49,760 shares
    Change vs previous 13F +4,470 shares

    0.12% of the 13F portfolio, value $7,517,301.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 45,290 shares
    Change vs previous 13F -6,643 shares

    0.08% of the 13F portfolio, value $4,324,289.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 51,933 shares
    Change vs previous 13F +23,108 shares

    0.1% of the 13F portfolio, value $5,522,036.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 28,825 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,310,036.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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