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Prasad Wealth Partners, LLC: SHOP position timeline

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

Prasad Wealth Partners, LLC held 25,531 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 25,531 shares
    Change vs previous 13F +290 shares

    0.7% of the 13F portfolio, value $2,915,184.

    13F-HR 0001765380-26-000234 filed by Prasad Wealth Partners, 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 25,241 shares
    Change vs previous 13F +790 shares

    0.81% of the 13F portfolio, value $2,994,144.

    13F-HR 0001765380-26-000125 filed by Prasad Wealth Partners, 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 24,451 shares
    Change vs previous 13F -374 shares

    1.05% of the 13F portfolio, value $3,935,906.

    13F-HR 0001765380-26-000039 filed by Prasad Wealth Partners, 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 24,825 shares
    Change vs previous 13F -663 shares

    1.03% of the 13F portfolio, value $3,689,270.

    13F-HR 0002048885-25-000002 filed by Prasad Wealth Partners, 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 25,488 shares
    Change vs previous 13F -50 shares

    0.86% of the 13F portfolio, value $2,940,041.

    13F-HR 0001765380-25-000258 filed by Prasad Wealth Partners, 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 25,538 shares
    Change vs previous 13F -305 shares

    0.8% of the 13F portfolio, value $2,438,368.

    13F-HR 0001765380-25-000213 filed by Prasad Wealth Partners, 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 25,843 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,747,886.

    13F-HR 0001765380-25-000040 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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