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Disclosery

Norris Financial Group, LLC: SHOP position timeline

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

Norris Financial Group, LLC held 18,871 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,871 shares
    Change vs previous 13F +5,503 shares

    0.86% of the 13F portfolio, value $2,154,691.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, 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 13,368 shares
    Change vs previous 13F +1,999 shares

    0.52% of the 13F portfolio, value $1,585,712.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, 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 11,369 shares
    Change vs previous 13F -7,259 shares

    0.62% of the 13F portfolio, value $1,830,068.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, 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 18,628 shares
    Change vs previous 13F -9,979 shares

    1.01% of the 13F portfolio, value $2,768,307.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, 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 28,607 shares
    Change vs previous 13F +1,602 shares

    1.35% of the 13F portfolio, value $3,299,817.

    13F-HR 0002129318-26-000005 filed by Norris Financial Group, 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 27,005 shares
    Change vs previous 13F -379 shares

    1.2% of the 13F portfolio, value $2,578,437.

    13F-HR 0002129318-26-000006 filed by Norris Financial Group, 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 27,384 shares
    Change vs previous 13F -402 shares

    1.37% of the 13F portfolio, value $2,911,741.

    13F-HR 0002129318-26-000007 filed by Norris Financial Group, 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 27,786 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,226,770.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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