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Disclosery

Portside Wealth Group, LLC: SHOP position timeline

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

Portside Wealth Group, LLC held 33,646 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,646 shares
    Change vs previous 13F -3,103 shares

    0.45% of the 13F portfolio, value $3,841,700.

    13F-HR 0002085853-26-000726 filed by Portside Wealth 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 36,749 shares
    Change vs previous 13F -9,475 shares

    0.59% of the 13F portfolio, value $4,359,166.

    13F-HR 0002085853-26-000585 filed by Portside Wealth 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 46,224 shares
    Change vs previous 13F -11,544 shares

    1.01% of the 13F portfolio, value $7,440,678.

    13F-HR 0002085853-26-000060 filed by Portside Wealth 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 57,768 shares
    Change vs previous 13F -11,439 shares

    1.19% of the 13F portfolio, value $8,584,902.

    13F-HR 0002085853-25-000232 filed by Portside Wealth 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 69,207 shares
    Change vs previous 13F -1,639 shares

    1.18% of the 13F portfolio, value $7,983,028.

    13F-HR 0001667731-25-001085 filed by Portside Wealth 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/A 70,846 shares
    Change vs previous 13F -2,162 shares

    1.1% of the 13F portfolio, value $6,764,376.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth 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/A 73,008 shares
    Change vs previous 13F -4,334 shares

    1.29% of the 13F portfolio, value $7,762,941.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth 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 77,342 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $6,198,188.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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