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Disclosery

Obermeyer Wealth Partners: SHOP position timeline

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

Obermeyer Wealth Partners held 2,875 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,875 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $328,268.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 2,878 shares
    Change vs previous 13F -3,375 shares

    0.02% of the 13F portfolio, value $341,388.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 6,253 shares
    Change vs previous 13F -35 shares

    0.05% of the 13F portfolio, value $1,006,545.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 6,288 shares
    Change vs previous 13F +97 shares

    0.04% of the 13F portfolio, value $934,460.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 6,191 shares
    Change vs previous 13F +1,328 shares

    0.04% of the 13F portfolio, value $714,132.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 4,863 shares
    Change vs previous 13F -444 shares

    0.02% of the 13F portfolio, value $464,319.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 5,307 shares
    Change vs previous 13F +377 shares

    0.03% of the 13F portfolio, value $564,293.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    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 4,930 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $395,090.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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