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Disclosery

PUREfi Wealth, LLC: SHOP position timeline

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

PUREfi Wealth, LLC held 4,495 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,495 shares
    Change vs previous 13F +2,551 shares

    0.28% of the 13F portfolio, value $513,239.

    13F-HR 0002001520-26-000003 filed by PUREfi 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 1,944 shares
    Change vs previous 13F -180 shares

    0.15% of the 13F portfolio, value $230,597.

    13F-HR 0002001520-26-000002 filed by PUREfi 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 2,124 shares
    Change vs previous 13F -2,882 shares

    0.26% of the 13F portfolio, value $341,900.

    13F-HR 0002001520-26-000001 filed by PUREfi 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 5,006 shares
    Change vs previous 13F -575 shares

    0.57% of the 13F portfolio, value $743,942.

    13F-HR 0002001520-25-000005 filed by PUREfi 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 5,581 shares
    Change vs previous 13F +625 shares

    0.51% of the 13F portfolio, value $643,768.

    13F-HR 0002001520-25-000003 filed by PUREfi 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 4,956 shares
    Change vs previous 13F -718 shares

    0.47% of the 13F portfolio, value $473,199.

    13F-HR 0002001520-25-000002 filed by PUREfi 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 5,674 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $603,316.

    13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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